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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Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Why Regular Rebalancing Makes Sense
Without your knowing, your investment portfolio could be off-kilter.
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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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.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.