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
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Tips to avoid checking in luggage on your next vacation.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
In the face of divorce, making changes to insurance coverage may be overlooked.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
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.
Making the most of surprises is a great reason to work with us.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Make your retirement as exciting as your next vacation.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.