Fiduciary Financial, Investment & Wealth Management services
Financial and Retirement Planning
Welcome, we are a team of financial professionals with families just like yours We have young children, grandchildren and college students, parents and grandparents. We understand that a financial plan should be about helping you and your family reach the family's goals, not just some number. We understand that you have goals and that finances are only part of the equation to reaching those goals. We use a Fiduciary process to help you work towards your goals.
We work with you to get you there by preparing BenchMarks to guide us over time. We are dedicated to bringing you honest answers about your situation so we can earn both your trust and your business. Our Annual planning process is designed to help you work towards your goals. Our Fiduciary process follows our AIF® designation process.
With our Accredited Investment Fiduciary® designation we have the knowledge of fiduciary responsibility and adhere to the fiduciary principles of the client's interest must come first. Our Straighforward fee schedule is focused on working with you to reach your goals.
Our Services Include:
- Fiduciary Advice and planning
- Retirement Planning
- Financial Planning
- 401k Investment Advice
- Investment Consulting
- Education Planning
We look forward to working with you through all stages of your life, please call (855) 282-2023.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Do you know where the idea of “retirement” comes from?
Earnings season can move markets. What is it and why is it important?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A bucket plan can help you be better prepared for a comfortable retirement.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Agent Jane Bond is on the case, cracking the code on bonds.
$1 million in a diversified portfolio could help finance part of your retirement.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”