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
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.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
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It's important to understand the pros and cons when considering a prepaid debit card.
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However exciting retiring abroad may sound, it deserves considerable planning.
A four-step framework for building a personal legacy.
Probate can be a completely public process, or it can be managed to include as little information as possible.
To choose a plan, it’s important to ask yourself four key questions.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Investors seeking world investments can choose between global and international funds. What's the difference?
Around the country, attitudes about retirement are shifting.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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When do you need a will? The answer is easy: Right Now.