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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Building Your Legacy
A four-step framework for building a personal legacy.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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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.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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Saving for College 101
Here’s a crash course on saving for college.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.