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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Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
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Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Doubling Your Money
This calculator demonstrates the power of compound interest.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.