UNDERSTANDING TODAY'S FINANCIAL ENVIRONMENT
Thank you for visiting our website! The primary purpose of this site is to enhance the awareness of our firm’s capability in addressing the wealth management, retirement and financial planning needs of individuals and families and the investment management needs of institutions and charitable organizations. We are independent and powered by one of the nation’s largest Broker Dealers—LPL Financial*. This arrangement allows us to truly tailor strategies specifically designed to meet the unique needs of our clients; not the investment firm.
*As reported by Financial Planning magazine, June 1996-2015, based on total revenue.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Being healthy not only makes you feel good, it may also help you financially.
For some, the social impact of investing is just as important as the return, perhaps more important.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
A four-step framework for building a personal legacy.
Five creative (and inexpensive) ideas for motivating your employees.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
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.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much of your Social Security benefit may be considered taxable.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
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 seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Understanding the cycle of investing may help you avoid easy pitfalls.
What are your options for investing in emerging markets?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Here is a quick history of the Federal Reserve and an overview of what it does.
All about how missing the best market days (or the worst!) might affect your portfolio.