Build a Stronger Financial Future
We are a comprehensive financial planning firm helping individuals and families build stronger financial futures. We believe that investments are just one piece of the puzzle and our team is dedicated to helping you with every aspect of your financial life, whether you are preparing for retirement or saving for your first house.
We can help you clarify your options and show you what your hard-earned wealth represents: choices, comfort, and freedom. Our goal is to remove your anxiety about the future and give you the reassurance of having a roadmap to your ideal life.
Take a look at our helpful retirement video below:
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Explaining the SECURE Act and how the changes affect your retirement strategy.
Here’s a quick guide to checking to see if you have unclaimed money.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What is your plan for health care during retirement?
$1 million in a diversified portfolio could help finance part of your retirement.