Navigating Your Retirement
For more than 25 years, our mission has been to liberate you from the stress and anxiety in the day to day grind of understanding markets, investments and financial planning.
As independent financial advisors, we act as your life-long partners who provide you with coaching support, counseling, monitoring and discipline on an ongoing basis. We encourage you to plan ahead for the expected … and unexpected.
When you engage our firm, you gain access to cutting-edge strategic financial planning, state of the art technology and prudent, best-in-class, institutional level money management.
“Go confidently in the direction of your dreams.
Live the life you’ve imagined.”
— Henry David Thoreau
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
When Do You Need a Will?
When do you need a will? The answer is easy: right now.
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Term insurance is the simplest form of life insurance. Here's how it works.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
A look inside the U.S. government's statistics on household net worth.
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.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Learn how to harness the power of compound interest for your investments.
There’s an alarming difference between perception and reality for current and future retirees.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Have you explored all of your choices when it comes to managing your taxable income?