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.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Important items to consider when purchasing condo insurance.
There are four very good reasons to start investing. Do you know what they are?
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Beware of these traps that could upend your retirement.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Women must be ready to spend, on average, more years in retirement than men.
What does your home really cost?
Even low inflation rates can pose a threat to investment returns.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate