Financial Planning for Select Individuals
At the heart of every company is it's people. When integrity and values are aligned, decisions are easy. As an individual, I use my experience, skills, and understanding of your needs as I build a financial plan with the goal of having the highest likelihood helping you face challenges with success. As a team, we take pride in caring for our clients as our family and friends by listening and being giving of our time.
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A collection of tips from professional travelers.
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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
There are things about Social Security that might surprise you.
Military families face unique challenges, making personal finance even more critical.
Estimate how much you have the potential to earn during your working years.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
How will you weather the ups and downs of the business cycle?
You’ve made investments your whole life. Work with us to help make the most of them.
Making the most of surprises is a great reason to work with us.
There are three things to consider before dipping into retirement savings to pay for college.
Make your retirement as exciting as your next vacation.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?