Understanding Today’s Financial Environment
We are a holistic financial services company, focused on helping our personal and corporate clients reach their financial goals by offering innovative solutions, best-in-class products, and superior technologies. With integrity and ingenuity at the forefront of our practice, we specialize in tailor-made cases that are as individual as the clients for which they are designed. Our objectives include developing solutions toward the accomplishment of significant goals as well as the satisfactory resolution of client issues. With over one-hundred combined years of experience in this industry, a track-record of exceptional success, a highly-educated and service-oriented staff, and up-to-the-second tracking and reporting systems, we are confident that we can produce a tailored-fit and financially rewarding experience.
Our company partners with some of the largest and most stable insurance, investment, real estate, mortgage, tax, and legal firms around the world. Through these connections we can offer consumers a myriad of options when it comes to their financial lives. With personal clients that stem from various backgrounds and corporate clients representing numerous different industries, our firm is widely practiced; this broad range of experience provides us with expertise no matter how complex the situation may be.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Understanding how capital gains are taxed may help you refine your investment strategies.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Read this overview to learn how financial advisors are compensated.
Five creative (and inexpensive) ideas for motivating your employees.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
How federal estate taxes work, plus estate management documents and tactics.
When markets shift, experienced investors stick to their strategy.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Explaining the SECURE Act and how the changes affect your retirement strategy.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.