Building a Connection
Our financial picture is evidence of the life we choose to lead. The people we cherish, the places we explore and the objects we treasure are etched in the folds of our wallets. Our wealth is a meaningful force in the landscape of our lives. Our spending patterns become the powerful lens through which we examine our philosophies, our values, and our dreams.
We understand that your life is not simply an equation, but a careful patchwork of experiences. We know that analyzing your financial needs is about more than numbers. We see the unmatched value of genuine relationships. For us, it’s instinctual and there are no shortcuts. It is built over time with trust, sensitivity and reverence for the things and people you value most. It is the deep work of building a connection with our clients based on an authentic understanding of who they are and the legacy they want to leave.
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Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
It's important to understand the pros and cons when considering a prepaid debit card.
Purchasing homeowners insurance is critical for protecting your home.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
A four-step framework for building a personal legacy.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Earnings season can move markets. What is it and why is it important?
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Why are 401(k) plans, annuities, and IRAs so popular?
Investors seeking world investments can choose between global and international funds. What's the difference?