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.
Jason's Blog
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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Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
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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.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.