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 History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Couples may be able to head off many of the problems in a marriage that money can cause.
A four-step framework for building a personal legacy.
For some, the social impact of investing is just as important as the return, perhaps more important.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
There are common mistakes you can avoid when saving for retirement.
Estimate your monthly and annual income from various IRA types.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
There are a number of ways to withdraw money from a qualified retirement plan.
Investors seeking world investments can choose between global and international funds. What's the difference?
Do you have causes that you want to support with donations? Here are three tips.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
How do the markets usually react to elections? Was the 2016 election any different?
All about how missing the best market days (or the worst!) might affect your portfolio.