Thank you for visiting our website, we hope it will provide you with information that is helpful.
We are a financial services firm committed to helping our clients pursue long-term financial success. Our programs are designed to help grow, protect and conserve our clients' wealth while delivering a high level of personalized service.
We are a group of financial consultants who work together, yet independently. Here is how this may benefit you. All of our representatives work with clients for whom they are individually responsible, yet we share research and ideas on a continuous basis, both informally and through ongoing meetings. Our combined knowledge, experience and backgrounds deliver benefits to all of our clients.
We encourage you to explore our site and learn more about us and the services we provide. If you have any questions or need more information, please contact us.
We look forward to hearing from you.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
As our nation ages, many Americans are turning their attention to caring for aging parents.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to better see the potential impact of compound interest on an asset.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There’s an alarming difference between perception and reality for current and future retirees.
Three things to consider before dipping into retirement savings to pay for college.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.