We deliver comprehensive, implementation-oriented wealth management services to our clients.
Our approach is designed to help our clients ..
..define their own unique values and objectives;
..save two valuable resources: time and money;
..develop and implement financial, tax, estate and retirement strategies that provide our clients with a higher possibility of achieving their goals.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Do You Owe The AMT?
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.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Here are 4 great, and sometimes unexpected, places to raise a family.
Is your estate in order? This short quiz may help you assess your overall strategy.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Try these activities to keep your brain sharp.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
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.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Smart investors take the time to separate emotion from fact.
What if instead of buying that vacation home, you invested the money?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate