Take Back Control of Your Financial Future
Today’s economic environment presents many challenges. However, along with these challenges comes opportunities and potential rewards.
Whether you’re facing retirement — looking for more effective ways to save for retirement — or want to better understand certain investment ideas—we can help you address your most pressing money questions.
Our mission is simple: We help people take back control of their financial future.
It's all to common to feel confused and overwhelmed... maybe even a little scared of financial decisions that effect retirement. It's natural. As such, many lose sleep over past decisions, feel helpless, or ignore the problem all together.
We are here to help you take back control!
Long-term relationships that encourage open and honest communication have been the cornerstone of our success. Our first priority is to YOUR overall financial and non-financial well being. We want to learn more about YOUR personal situation, identify YOUR dreams and goals, and understand YOUR tolerance for risk. Only through this understanding can we properly craft an appropriate financial strategy.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note with any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Then, when you are read, schedule an appointment for a FREE initial consultation.
We look forward to hearing from you.
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When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
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Building wealth requires protection from the forces of wealth destruction.
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Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Understanding how a stock works is key to understanding your investments.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How will you weather the ups and downs of the business cycle?
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.
There’s an alarming difference between perception and reality for current and future retirees.
Learn how to harness the power of compound interest for your investments.
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