What would you do with financial freedom? That is the real question. It is not how much money you have, but how you structure your life in order to pursue your passions and be emotionally, spiritually, and intellectually fulfilled.
Our Clients all have their own individualized passions they find personally fulfilling. Some want to ensure the rest of their golden years are enjoyable and care-free while others want to live the good life now. Some want to leave a legacy and others just want to kick-up their feet and bask in the calmness of a quiet beach.
Our passion is really about helping you work towards what you want out of life. We create strategies with the goal to show successful families, couples and individuals how to structure their wealth to maximize and preserve their lifestyles. We aim to give you a personalized experience, a remarkable level of personal service, and leave you with the ultimate benefit of confidence.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The market is as unpredictable as the weather. We’d love to help you prepare.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Here are some simple and inexpensive energy-saving tips that may help you save money.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
The uncertainties we face in retirement can erode our sense of confidence.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Use this calculator to estimate your capital gains tax.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Here are five facts about Social Security that might surprise you.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
What if instead of buying that vacation home, you invested the money?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.