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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

Meet Jared

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Presentations

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Articles

Helpful Content

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

The ABC’s of Auto Insurance

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

 

Building Your Legacy

A four-step framework for building a personal legacy.

Are You Prepared for an Estate Tax Sunset?

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

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.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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