Integrated Planning for Business and Personals Goals
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have about any particular investment concepts or products. We will get back to you quickly with a thoughtful answer.
Retirement Plan Choices for Small Businesses
Retirement choices can be intimidating. Picking the right strategy.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Learn how to support your local businesses and your community during this trying time with this beautiful infographic.
Knowing the rules may help you decide when to start benefits.
Good employee health can be great for the company’s bottom line.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What is your plan for health care during retirement?
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
When you retire, how will you treat your next chapter?
Do you have causes that you want to support with donations?