Our roots run deep when it comes to business, and our experience makes us the natural choice to work with your business, employees, and family in all areas of wealth management, estate planning, and intergenerational business transitions.Learn More
Managing multiple generations of family wealth makes an attentive ear and a competent hand. Our Wealth Management process discerns what matters most to you by listening to your goals, dreams, and desires, and then crafting a map for your future using our 360 Portrait.Learn More
Family Business Transitions
Transitioning your family business or finances to the next generation can be stressful. We help you manage the process of change by bringing your family dynamics together with estate, financial, and transition planning. Our goal is to create a sustainable and lasting legacy that you are proud of.Learn More
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
There are things about Social Security that might surprise you.
The uncertainties we face in retirement can erode our sense of confidence.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Here are six flags that may make your tax return prime for an IRS audit.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate your monthly and annual income from various IRA types.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator demonstrates the power of compound interest.
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.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
With alternative investments, it’s critical to sort through the complexity.
Agent Jane Bond is on the case, cracking the code on bonds.
There are hundreds of ETFs available. Should you invest in them?
When should you take your Social Security benefit?