Helping to create and maintain YOUR wealth.
We offer the following:
- Financial & Retirement Planning
- Money Management During Retirement
- Estate Planning
- Educational Plans
- High Dollar Deferrals
- Legacy Planning and Insurance Needs
- Life, Long Term Care, and Medicare Supplement Insurance
By keeping our clients' objectives in focus, staying in contact with them throughout all market conditions, and making investment adjustments as economic or lifestyle conditions warrant, we maintain a constant commitment to putting service first.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The Business Cycle
How will you weather the ups and downs of the business cycle?
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Learn when it may not make sense to file a claim on your home insurance.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Are you ready for retirement? Here are five words you should consider.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Understanding the cycle of investing may help you avoid easy pitfalls.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There’s an alarming difference between perception and reality for current and future retirees.
What is your plan for health care during retirement?