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
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
For some, the social impact of investing is just as important as the return, perhaps more important.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
For homeowners who think their property taxes are too high, there are ways to appeal.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Taking your Social Security benefits at the right time may help maximize your benefit.
When do you need a will? The answer is easy: Right Now.
What are your options for investing in emerging markets?
There’s an alarming difference between perception and reality for current and future retirees.
Women must be ready to spend, on average, more years in retirement than men.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.