Many financial services firms focus on analyzing a client's financial data and conclude with strategies, tactics and tools. We view our clients as a whole person, recognizing that decisions made about money are driven by profound experiences in other parts of our client's lives.
Our time is invested in you, to understand your life, your journey, your challenges, your goals, your expectations. As a result, we can help you implement a complete financial plan that is realistic, meaningful and more likely to be achieved. Some of the key areas we look at are: Risk Management (insurance), Tax Management, Retirement Planning, and Estate Conservation.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
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.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Ascertaining the value of your business is important for a variety of reasons.
Knowing your options when a CD matures can help you make a sound investment decision.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Probate can be a completely public process, or it can be managed to include as little information as possible.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much you have the potential to earn during your working years.
The importance of life insurance, how it works, and how much coverage you need.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
If you died, what would happen to your email archives, social profiles and online accounts?
With alternative investments, it’s critical to sort through the complexity.
There’s an alarming difference between perception and reality for current and future retirees.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Have you explored all of your choices when it comes to managing your taxable income?