A Different Approach to Your Financial Future
With wealth comes complexity. As independent financial advisors, we can offer a different and disciplined approach to understanding what’s important to you about money. We strive to build a lasting and trustful relationship and to have an impact on your financial goals.
We formed a partnership to bring our individual talents, complementary skill set, and diversity of expertise together to provide the best possible service. We work together to develop and implement your customized financial strategy and plan.
In our first meeting, we learn what’s important to you about money, your goals, desires and concerns. There is no cost to you.
If you chose to continue, we develop a customized financial strategy and plan. This requires you to complete a financial questionnaire and provide us with a list of financial documents. There is a nominal fee for the financial plan. If you are not satisfied with the plan, you do not need to pay.
By this time we have gotten to know each other well and will decide whether to implement the plan.
At each step of the process, you decide if you wish to continue. You will learn many of the attributes that make our approach as independent financial advisors unique, and how we can impact you desired financial future.
We don’t try to be all things to all people. We keep the number of clients that we have small enough to provide excellent service. Many of our client relationships go back 20 years. The question is, will you be one of our clients in the next 20?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
These food myths will really put a drain on your wallet.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This questionnaire will help determine your tolerance for investment risk.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Around the country, attitudes about retirement are shifting.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What is your plan for health care during retirement?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Learn how to harness the power of compound interest for your investments.