We are advocates of comprehensive life planning, an approach that takes a holistic look at what you truly value. Together, we will discover your goals and needs, then develop a plan to help you pursue critical milestones throughout your financial life. Whether you are planning to retire, nearing retirement, funding education for children or grandchildren or looking for strategies to transfer wealth between generations, we take a collaborative approach to providing the competent advice and guidance you seek to make informed decisions about your financial future.
If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (559) 625-4005
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Purchasing homeowners insurance is critical for protecting your home.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
There are four very good reasons to start investing. Do you know what they are?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Your credit score may influence how much you pay for auto and home insurance.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are some smart strategies that may help you pursue your investment objectives
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.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learn how to harness the power of compound interest for your investments.
Smart investors take the time to separate emotion from fact.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?