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
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Beware of these traps that could upend your retirement.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
What is your plan for health care during retirement?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
$1 million in a diversified portfolio could help finance part of your retirement.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Here are five facts about Social Security that might surprise you.