We take a tactical approach to investing to help protect clients from downside risks while reaching toward goals.
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We are an independent firm with a deep bench of talent, experience and investment acumen.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
It's important to understand how inflation is reported and how it can affect investments.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
The importance of life insurance, how it works, and how much coverage you need.
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.
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.
There are some key concepts to understand when investing for retirement
Why are 401(k) plans, annuities, and IRAs so popular?
Understanding the cycle of investing may help you avoid easy pitfalls.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Three things to consider before dipping into retirement savings to pay for college.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Recent changes in estate tax laws could affect the strategy you have in place.