Our philosophy for financial freedom for you is based on the following cornerstones of my practice, which we utilize in serving every client:
First, we strive to do no harm, by instituting Asset Protection, making sure proper asset protection strategies such as insurance are in place.
Secondly, a strong emphasis is placed on Asset Growth, by initially working to understand an individual's needs and goals, then striving to grow those assets we have set aside for you to pursue greater wealth.
Finally, we make a conscious effort to devote attention from the start to Retirement Income Planning.
What You Can Explore On This Website:
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
This article can be a helpful guide when begin preparing for education expenses.
Understanding the economy's cycles can help put current business conditions in better perspective.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
The examples of famous celebrities underline the need for a clear estate strategy.
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Determine your potential long-term care needs and how long your current assets might last.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
What is your plan for health care during retirement?
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What if instead of buying that vacation home, you invested the money?
Around the country, attitudes about retirement are shifting.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.