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.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Earnings season can move markets. What is it and why is it important?
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Understanding the value of a home warranty.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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
In life it often happens that the answers to our most pressing questions are right in our own backyards.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
How do the markets usually react to elections? Was the 2016 election any different?
There’s an alarming difference between perception and reality for current and future retirees.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.