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:
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
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.