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 a financial consultant wealth manager 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.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Tax preparation may be the perfect time to give the household budget a check-up.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Gaining a better understanding of municipal bonds makes more sense than ever.
There are things about Social Security that might surprise you.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Don't let procrastination keep you from pursuing your financial dreams and goals.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much you have the potential to earn during your working years.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
All about how missing the best market days (or the worst!) might affect your portfolio.
When should you take your Social Security benefit?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
It’s never a bad time to speak with your financial advisor about changes in your situation.
What does your home really cost?
Here’s a quick guide to checking to see if you have unclaimed money.