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.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
A four-step framework for building a personal legacy.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This questionnaire will help determine your tolerance for investment risk.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Around the country, attitudes about retirement are shifting.
$1 million in a diversified portfolio could help finance part of your retirement.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Understanding the cycle of investing may help you avoid easy pitfalls.