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.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
The true cost of raising a child may be far more than you expect.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
There are things about Social Security that might surprise you.
Here are 4 great, and sometimes unexpected, places to raise a family.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
All about how missing the best market days (or the worst!) might affect your portfolio.
Taking your Social Security benefits at the right time may help maximize your benefit.
There’s an alarming difference between perception and reality for current and future retirees.
Do you know these three personal finance sayings?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.