What do we do?
- We provide individualized advice and services to help affluent individuals and small business owners plan for the future, manage risk, work to accumulate & preserve personal wealth, retire comfortably and create wonderful legacies.
- With 2 distinct practice sections and an experienced team of specialists, we complement investment management services with income and estate tax planning, insurance analysis, Roth IRA conversions, tax loss harvesting and other creative financial strategies.
What makes us different?
- Independence with reach - Unlike many advisors, who follow the direction of large banks, brokerage firms or insurance companies, we are guided by our own values, principles and professional judgement, yet we have direct access to world renowned experts, software tools, research departments and product sponsors. Client needs alone drive our decisions.
- Commonality - and diversity - of interests - We share many goals, wishes and concerns with our clients.
Why should we be working for you?
- Plain and simple.....WE CARE!
... enough to attain professional credentials and technical specialization.
... enough to be independent.
... enough to have among the top financial tools, products and professionals.
... enough to keep costs down without sacrificing quality.
... enough to communicate regularly and know our clients through and through.
... enough to help prevent clients from making herd-mentality mistakes that are prevalent in uncertain times.
... enough to earn and keep the trust of our clients - we serve multiple generations for most of our clients.
We are a branch office of LPL Financial, America's largest independent broker/dealer, as reported by Financial Planning magazine, June 1996-2012, based on total revenue. We are proud of the confidence that current clients have placed in us, and are happy to provide professional references.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
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Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
A letter of instructions provides additional and more personal information regarding your estate.
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This calculator may help you estimate how long funds may last given regular withdrawals.
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Estimate how much income may be needed at retirement to maintain your standard of living.
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How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are some key concepts to understand when investing for retirement
There are things you can do to keep yourself safe when you lose your wallet.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
When do you need a will? The answer is easy: right now.
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There’s an alarming difference between perception and reality for current and future retirees.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.