"together...soaring to new heights"
Welcome to our website. We have been offering financial planning and investment advisory services for you and your family since 2001. Specializing in retirement planning, income distribution, and estate conservation, we invite you to explore our website.
As your personal financial professionals, we can;
- Help you clarify and define your financial and investment goals
- Recommend solutions that fit your needs
- Provide timely information
- Explain how changing financial conditions may affect you
- Monitor your financial and investment progress
- Make investment planning more understandable through education and explanation
Our website is designed as an educational resource that offers a variety of articles, calculators, and research reports that may be of interest to you. In addition, our site provides insight to who we are and how we may be able to provide a valuable service to you and your family. Our site's content is updated throughout the year, so you are welcome to visit as frequently as you wish.
If you have any questions, you may contact us via phone or e-mail. We would be happy to discuss any questions you may have and we look forward to speaking with you.
"together...soaring to new heights"
Newsletters
-
HOT TOPIC: What Stubborn Inflation Could Mean for the U.S. Economy
This article looks at some of the reasons behind the inflation numbers, the likely effect on Fed decisions, and the potential economic impact.
-
Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
-
Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
-
HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
Calculators
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.