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.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Ascertaining the value of your business is important for a variety of reasons.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
When you’re married and have children, insurance needs will be different.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are three things to consider before dipping into retirement savings to pay for college.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Smart investors take the time to separate emotion from fact.
How will you weather the ups and downs of the business cycle?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
How do the markets usually react to elections? Was the 2016 election any different?