The transition from an accumulation portfolio to a retirement income portfolio is a specialized process. As a Chartered Retirement Planning Counselor (CRPC®), it is suggested…
The management of your investment portfolio is critical to your long term accumulation and retirement income portfolios. Our portfolio allocation process creates…
You may have taken a lifetime to accumulate your estate. Now proper estate planning is important to minimize estate taxes and plan the future distribution of your estate…
Welcome to Our Website
Your financial goals are important. Whether it is maintaining your lifestyle through retirement income, planning your estate or business for future generations or creating wealth for the future, our proactive process is here for you.
With over 30 years of experience as an investment advisor and designated as a Certified Financial Planner and Certified Retirement Planning Consultant, Bill and his firm are committed to help you make the right financial decisions. It’s important to have a working relationship with an experienced advisor you, your spouse and family can rely on.
Call and schedule an initial complimentary meeting or phone call.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
How to help determine life insurance needs to provide for your family after you pass away.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Here's a breakdown of how the federal government spends your tax money.
However exciting retiring abroad may sound, it deserves considerable planning.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine your potential long-term care needs and how long your current assets might last.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
$1 million in a diversified portfolio could help finance part of your retirement.
Agent Jane Bond is on the case, cracking the code on bonds.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
It's easy to let investments accumulate like old receipts in a junk drawer.