For Business Owners and Professionals
Integrated Financial Management for Business Owners—Planning Services include the creation and implementation of tax efficient retirement planning strategies, business succession plans and exit plans, executive benefit programs and golden handcuff programs, and employee benefits including ERISA retirement plans like 401(k).
Personal Financial Management—Services include the creation and implementation of plans for financial independence, educational funding, wealth maximization and transfer, income replacement and family security.
We offer all types of investment strategies including professionally managed platforms, individually managed brokerage accounts, as well as direct mutual fund investments. We offer all types of insurance including life, disability, health and long-term care.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This article may help you maximize the benefits of your donation for your chosen charity.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Determine your potential long-term care needs and how long your current assets might last.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
With alternative investments, it’s critical to sort through the complexity.
When markets shift, experienced investors stick to their strategy.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
It’s never a bad time to speak with your financial professional about changes in your situation.