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Together we can get you there Turning Investments into Life Experiences Retirement is more than not working

Life Happens, Lets Plan

Whether you are at the start of a career or marriage and wondering what to anticipate for the future, or you may be mid-career, wondering if you are on track to get to your goals, or nearing the end of your career and looking at retiring in the next few years. We are here to help guide you and make wise decisions.

We specialize in
financial confidence.

Our combined experience of 40 years has allowed us to help our clients navigate the complexities of life. We work with people across the financial spectrum. If you need general financial help through to complex multi-generational planning we have the tools and resources to help. As a fee based financial advisory firm we have  no products to sell, only our advice and experience. As Enrolled agents we are licensed to advise you in the tax area of your finances to create efficient tax strategies in your life.

How do we do this?

We will help you develop and prioritize your goals, show you the steps to pursue them and regularly review them. We bring insight from outside to help you avoid emotionally driven decisions that can often result in financial problems. Being available at critical points of decision-making, we will help ensure you have information to make a sound decision.

With our experience we can help you anticipate life transitions and prepare for them financially. We start by creating a financial plan to address them and manage them ahead of time. We will spend the time to know you and your specific situation and providing the resources needed, educating you on options and risks associated with each choice. Our end goal is to help you achieve financial confidence and make wise financial decisions working with you collaboratively to that end.

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Helpful Content

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

 

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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