Who Are Our Clients?
Our clients are individuals and families who embrace life in its fullness and who are passionate about their commitments to family, faith, community, and their own ongoing self-development.
They live busy lives, and regardless of their age or stage of life, they are young at heart.
They have spent their lives committed to hard work and are devoted to family, friends, and the greater community.
Our clients have been successful in their lives and finances and want to simplify and consolidate their life savings and implement sound strategies that will help them protect, grow, and eventually transfer their wealth to those they love and the causes they care about.
Many of our clients are experiencing a life transition and are concerned about the multiple risks they face in rearing a family, caring for parents, or entering retirement. These include concerns over market volatility, changing social and economic conditions, high taxes, outliving assets, or the possibility of a catastrophic health care event. Our clients are looking for peace of mind in an ever-changing world.
Our clients value a comprehensive, disciplined approach to financial planning that is committed to mitigating the myriad risks they face. They are motivated to make proactive changes in order to meet the challenges they face by developing meaningful, achievable goals and implementing a plan that puts them confidently on course to actualize their dreams and successfully reach those goals.
Download Our "9 Investment Pitfalls" Whitepaper
Few words better characterize today's financial markets than uncertainty. We believe investors need to adjust their expectations in order to adapt to the road ahead.
Read our whitepaper to find out what critical mistakes investors should avoid.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
What’s the deal with your yearly free credit report?
Taking regular, periodic withdrawals during retirement can be quite problematic.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you should be saving for college.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There are some smart strategies that may help you pursue your investment objectives
How will you weather the ups and downs of the business cycle?
Here’s a quick guide to checking to see if you have unclaimed money.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What does your home really cost?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
When should you take your Social Security benefit?