Why us? Why not!
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.
Count on this…
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
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Important items to consider when purchasing condo insurance.
Good employee health can be great for the company’s bottom line.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Investors who put off important investment decisions may face potential consequence to their future financial security.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
How will you weather the ups and downs of the business cycle?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
All about how missing the best market days (or the worst!) might affect your portfolio.
Taking your Social Security benefits at the right time may help maximize your benefit.
Making the most of surprises is a great reason to work with us.
What does your home really cost?