CERTIFIED FINANCIAL PLANNER – CFP®
We look at the big picture, do our own research, and get you to where you want to be!
Certified Plan Fiduciary Advisor – CPFA
We specialize in the design implementation of custom retirement plans!
Certified Divorce Financial Analyst – CDFA™
We assist clients in overcoming a major challenge of divorce by ensuring a fair and equitable financial settlement.
WealthCare Portal Experience
Do you have a way to view your entire financial picture at any given moment, in real time? In an ever-changing financial climate, it can be difficult to keep an eye on every investment, and know the present value of all your assets. We believe you deserve to understand what's happening with your money. Our WealthCare Portal updates each day and not only makes it possible for you to see your current financial snapshot, but gives you the ability to see the impact of your financial decisions before you make them.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Why have the markets been so volatile recently?
It's important to understand the pros and cons when considering a prepaid debit card.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The market is as unpredictable as the weather. We’d love to help you prepare.
What does your home really cost?
It's easy to let investments accumulate like old receipts in a junk drawer.
Taking your Social Security benefits at the right time may help maximize your benefit.
Agent Jane Bond is on the case, cracking the code on bonds.