Delivering personalized financial advice utilizing tomorrow’s technology.
We are a visionary financial advisory firm, utilizing advanced technology to help you make the best financial decisions. Our goal is to make financial advice, coupled with technology, approachable. While many firms are continuing to shy away from technology, we embrace it. Let’s innovate investing together.View our Services
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Five phases to changing unhealthy behaviors.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your capital gains tax.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Smart investors take the time to separate emotion from fact.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
That big list of dreams and goals isn't the only way to look at your bucket list.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
You’ve made investments your whole life. Work with us to help make the most of them.
What is your plan for health care during retirement?