Transform your financial perspective. See the big picture for real, with The Living Balance Sheet®.Learn More
FOR YOUR FAMILY
Protect the ones you love financially. Keep your family safe, no matter what the future brings.Learn More
FOR YOUR BUSINESS
Build a great business. Protect it and take good care of the people who help it thrive. Including you.Learn More
UNCOMMON STRATEGIES: LESS RISK. TAX STRATEGIES. MORE INCOME IN RETIREMENT.
How much do you think you’ll need to retire? A “magic number” is the traditional approach to financial planning. How’s that working out for us? According to the National Bureau of Economic Research, over 40% of American households experienced financial distress due to the 2008 mortgage crisis. People who had carefully planned for their retirement, saw their investments disappear and their savings dwindle. Life is unpredictable. You need strategies that protect your wealth and help you build financial independence, no matter what happens.Contact Us
Join Our Firm
Do you have an entrepreneurial spirit and a passion to help people? Build your own practice with the freedom to determine your own market. Bring value to the lives’ of others by helping them achieve their financial goals.Learn MoreApply Now
Should I Invest In REITs?
Are Real Estate Investment Trusts right for your portfolio?
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Knowing your options when a CD matures can help you make a sound investment decision.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Understanding how capital gains are taxed may help you refine your investment strategies.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Taking your Social Security benefits at the right time may help maximize your benefit.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.