Understanding Today's Financial Environment
As an independent financial consultant, we work for YOU, not a financial institution. Everything we do, we believe is challenging the status quo. We believe in thinking differently about today's financial environment. From Social Security maximization, income planning and wealth accumulation, your Next Phase starts here!Services We Offer Meet the Team Contact Us
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Retirees traveling abroad need to know that their health insurance travels with them.
Beware of these traps that could upend your retirement.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
An increasing number have been developed to help individuals with their personal finances.
It's important to understand how inflation is reported and how it can affect investments.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
This calculator helps estimate your federal estate tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
$1 million in a diversified portfolio could help finance part of your retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.
A special needs trust helps care for a special needs child when you’re gone.
It’s never a bad time to speak with your financial professional about changes in your situation.