Retirement Planning

The person that matters most in your retirement planning is you. But no matter what stage you’re in – early in your career, actively contemplating retirement or already retired – we’re here to help.

Planning for Business Owners

As a business owner, you know all about hard work and commitment. We understand the challenges business owners often face and enjoy helping new.

Life Event Planning

Life is constantly evolving and so do your financial needs. We have helped many families make successful transitions during times of change and stand ready to offer guidance should the need arise.

Investing with our proprietary Dynamic Allocation Process: A proactive approach to addressing your needs and risk tolerance in the most economical, tax-efficient manner

Our proprietary process is a structured, unemotional investment process that combines asset allocation, a focus on relative strength, rebalancing and diversification to help develop and implement the customized financial plan most capable of addressing your needs and risk tolerance in the most economical, tax-efficient manner.

It provides a proactive approach which includes a selling strategy that can help make your portfolio more conservative when we feel conditions warrant it, and help reduce the chances that your portfolio suffers an unrecoverable loss. This process also provides tactical modifications that could allow your portfolio to benefit by emphasizing asset classes that are outperforming (relative strength). Read More

Stay Informed with Commentary and Insights

Eleven Ways to Help Yourself Stay Sane in a Crazy Market

Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It’s useful to have strategies in place that prepare you both financially and psychologically to handle market volatility. Here are 11 ways to help keep yourself from making hasty decisions that could have a long-term impact …

Be Careful About Picking Beneficiaries for Your IRA & 401(k)

Inheriting IRA or 401(k) proceeds from a friend or relative can be a potentially huge windfall, but it can also be a sizable tax headache. For both the giver and the recipient, it’s worth getting some advice. Bank accounts, stocks, real estate, and life insurance proceeds generally pass to heirs free of income tax. However, …

Warning Signs to Prevent Tax Fraud Scams

Although tax season is behind us for most, you still need to ensure you’re protected from tax fraud scams. Learn about the two most common types: email phishing and IRS-impersonation telephone scams. The Internal Revenue Service (IRS) recently released an article detailing the two most common types of fraudulent activity: email phishing and IRS-impersonation telephone …

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