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.
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What is Integrated Planning
We help pre-retirees & business owners structure their net worth to minimize taxes, volatility, & risk.
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Our Client Process
We have a clear process to understand your goals, develop appropriate recommendations, & implement your customized plan.
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Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
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What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.