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Our disciplined, customized approach is based on a comprehensive understanding of each client’s unique circumstances.Learn More
Our process integrates investment management, retirement planning, risk management, tax and estate planning services.Learn More
A Successful Tomorrow is Planned Today
Wealth management is more than just managing your investment portfolio. It’s an alignment of personal, emotional and financial decisions that allow you to take care of the important things in life. We serve as a trusted partner to individuals, families and businesses by providing proven, unbiased and independent guidance and solutions.Contact Us
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
A quick look at how federal income taxes work.
Understanding how capital gains are taxed may help you refine your investment strategies.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Gaining a better understanding of municipal bonds makes more sense than ever.
Couples may be able to head off many of the problems in a marriage that money can cause.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
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.
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
What does your home really cost?
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
You’ve made investments your whole life. Work with us to help make the most of them.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Agent Jane Bond is on the case, cracking the code on bonds.