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You can rely on our knowledge of the financial markets to give you the confidence that our tailored approach to your goals can help secure your financial future.
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You can trust that our experienced team is well versed in all aspects of wealth planning for individuals, families and business owners.
Answers to your questions.
You can bank on smart answers across the full breadth of your financial and investment planning needs, objectives and goals.
“We do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams.”
- Carl “Brandt” McDonald, Jr.Contact Us
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Understanding the economy's cycles can help put current business conditions in better perspective.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator demonstrates the power of compound interest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Have you explored all your options when it comes to managing your taxable income?
Even low inflation rates can pose a threat to investment returns.
Here is a quick history of the Federal Reserve and an overview of what it does.
If you died, what would happen to your email archives, social profiles and online accounts?
How will you weather the ups and downs of the business cycle?
Women must be ready to spend, on average, more years in retirement than men.