Many of my clients ask what they will get by taking action and initiating a Financial Plan for themselves. What you will get is a detailed analysis of what it will take to reach your financial goals, and a specific action plan that will tell you what you need to do in each area of your financial situations.
The path of a company should be dictated by the voices of the people it serves …
- Setting a Higher Standard
- Pursuing Financial Independence
- Personalized Wealth Management Strategy
- Knowledge, Experience and Integrity Working For You
- Comprehensive Portfolio Management
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When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Understanding how capital gains are taxed may help you refine your investment strategies.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
The federal government requires deceased individuals to file a final income tax return.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
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 determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess whether you are running “in the black” or “in the red” each month.
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.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
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.
How will you weather the ups and downs of the business cycle?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.