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…
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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.
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How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Estate conservation is too important to put off. Do you have a smart exit strategy?
The decision whether to buy or rent a home may have long-term implications.
Why are 401(k) plans, annuities, and IRAs so popular?
There’s an alarming difference between perception and reality for current and future retirees.