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
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Second marriages are a trigger event to revisit any existing estate strategies.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
The market is as unpredictable as the weather. We’d love to help you prepare.
How will you weather the ups and downs of the business cycle?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.