Who? What? & Why?
Who we are; what we do; and why we do it...We have a unique approach & a qualified team to deliver on our promise.
What is Integrated Planning
We help pre-retirees & business owners structure their net worth to minimize taxes, volatility, & risk.Learn More
Our Client Process
We have a clear process to understand your goals, develop appropriate recommendations, & implement your customized plan.Learn More
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
It sounds simple, but paying yourself first can really pay off.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Understanding how capital gains are taxed may help you refine your investment strategies.
Term insurance is the simplest form of life insurance. Here's how it works.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Calculating your potential Social Security benefit is a three-step process.
This calculator helps estimate your federal estate tax liability.
This calculator demonstrates the power of compound interest.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to compare the future value of investments with different tax consequences.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The decision whether to buy or rent a home may have long-term implications.
$1 million in a diversified portfolio could help finance part of your retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.
Why are 401(k) plans, annuities, and IRAs so popular?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.