As a full-service planning firm, our clients are our number one priority. They come first in all of our areas of service, which include investment advisory for private clients and benefit consulting for employers. How can we help?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable 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.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
When considering life insurance, it's important to understand your options.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Understanding the economy's cycles can help put current business conditions in better perspective.
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.
Determine your potential long-term care needs and how long your current assets might last.
This calculator demonstrates the power of compound interest.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Around the country, attitudes about retirement are shifting.
With alternative investments, it’s critical to sort through the complexity.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
You’ve made investments your whole life. Work with us to help make the most of them.