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

College costs increased 200% in the past 20 years. How has that affected your college planning?

College costs have increased ~200%* in the past 20 years, dramatically outpacing inflation. With the costs of higher education rising so dramatically, its crucial to have a strategy and plan to manage this important goal. Key questions to answer include: Do I want to pay for my children’s/ grandchildren’s education? Can I save for college …

Saving for College: It Begins with Knowing Your Options

There’s no denying the benefits of a college education: The ability to compete in today’s job market, increased earning power, and expanded horizons. But these advantages come at a price. And yet, year after year, thousands of students graduate from college. So, how do they do it? Learn More. Download the complete article here.

Student Loans, Taxes, and Forgiveness

Originally written by Kim Porter from Credit Karma College is getting even more expensive, public financial aid isn’t keeping pace, and parents and students continue to look for ways to offset the costs of college. One solution may lie in your tax return. Claiming college tax credits and deductions can help defray the costs of certain expenses, …

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