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 »
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
When considering life insurance, it's important to understand your options.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential capital gains taxes due on your transactions.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Recent changes in estate tax laws could affect the strategy you have in place.
Have you explored all of your choices when it comes to managing your taxable income?
Three things to consider before dipping into retirement savings to pay for college.
Do you have causes that you want to support with donations? Here are three tips.
Are you ready for retirement? Here are five words you should consider.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.