Protect, accumulate and transfer wealth now and in the future.

Build a better future with a financial professional in your portfolio

Did you know that people who work with a financial professional fare better in retirement than those who don’t?

Many people regard financial planning as complex and confusing, often missing out on many potentially rewarding financial opportunities. They also take unnecessary risks and fail to adequately protect their assets. We can help.

Recent surveys and studies indicate1:

  • People who work with a financial professional have a median retirement asset value of $78,000
  • People who don’t work a financial professional have a median retirement asset value of $28,000

Schedule your free consultation today.

 

1 Retirement: The American Dream, Merrill Lynch Survey, 2004
Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Newsletters

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

Giving the Gift of Knowledge

A college education is still a good investment. Consider this statistic: The overall unemployment rate reached as high as 9.9% in 2010, but for workers with a bachelor's degree or higher, it did not exceed 5.1%. But a college education can be expensive. There is a tax-advantaged way to accumulate money for a child's or grandchild's education: a Section 529 plan.

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

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