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.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Can you keep up with your children’s mobile slang?
A four-step framework for building a personal legacy.
Bonds may outperform stocks one year only to have stocks rebound the next.
An inside look at how marginal income tax brackets work.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
It’s never a bad time to speak with your financial advisor about changes in your situation.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Investors seeking world investments can choose between global and international funds. What's the difference?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.