Invest in Yourself
This means we take pride in having a select group of clients that match our criteria. The requirements are straightforward. Our clients must value:
- freedom from proprietary products,
- a questioning, engaged attitude,
- a desire for portfolio management,
- a belief that people are worth more than their assets.
If you are looking for a hot stock or the best CD rates of the day, you may not qualify for our firm. We are not everything to everybody, but we are a trusted advisor to a select group who have been referred to us by our existing clients or their attorneys and accountants.
If you would like to learn more about our unique approach to wealth management in a relaxed, professional manner, feel free to contact us.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
When to start? Should I continue to work? How can I maximize my benefit?
Second marriages are a trigger event to revisit any existing estate strategies.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Lifestyle considerations in creating your retirement portfolio.
The true cost of raising a child may be far more than you expect.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Why are 401(k) plans, annuities, and IRAs so popular?
It’s never a bad time to speak with your financial advisor about changes in your situation.
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Are Real Estate Investment Trusts right for your portfolio?
Agent Jane Bond is on the case, cracking the code on bonds.