Our Second Opinion Process
Are you on track to achieve your planning goals? Do you believe your current advisors are exploring all available solutions to get you there? Did the latest round of economic events set your plan back? What are your most significant financial concerns and are your advisors managing them effectively with your interests in the forefront? Maybe it's time to consider entertaining a second opinion. | Learn more about our Second Opinion Process »
Today’s affluent families are seeking more than the typical wealth management relationship. These families have needs and complexities that require a unique approach. They are seeking an advisor relationship that takes into consideration all of their family’s goals from intergenerational planning, business succession, tax planning, internal family complexities, philanthropy and more. Understanding that this can only be accomplished by deploying a team of skilled advisors with a dedicated support team that focuses on their needs and not just their portfolios, where do they turn? Our solution is our Family Office Services. | Learn more about our Family Office »
Marital Asset Protection
While the personal effects of divorce are complex enough to deal with on their own, adding financial concerns to the equation makes divorce even more difficult. Our team is here, not only to help you through your divorce, but also to help you take control of your financial future. More than that, we are inspired to help you pave the way for your financial independence! | Learn more about Marital Asset Protection »
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Don't let procrastination keep you from pursuing your financial dreams and goals.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Knowing the rules may help you decide when to start benefits.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential capital gains taxes due on your transactions.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
There are some key concepts to understand when investing for retirement
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There’s an alarming difference between perception and reality for current and future retirees.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What does your home really cost?
Here are five facts about Social Security that might surprise you.
If you died, what would happen to your email archives, social profiles and online accounts?