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Sound Financial Strategy Effective Estate Management Tax Strategies Where will your retirement money come from?

Business Owners  

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.

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Financial Planning

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.

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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.

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Helpful Content

How to Appeal Your Property Taxes

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

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Why You Need an Estate Strategy

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

 

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.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

9 Facts About Social Security

There are things about Social Security that might surprise you.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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