We Are Independent Advisors
You can never underestimate the value of financial independence. The freedom and flexibility to make choices makes you feel empowered. As Independent Advisors, we have a wider variety of options and can guide you through decisions without having to cater to proprietary needs. Whether you are coming in to talk about Investments, Retirement Planning, 401k Rollovers, IRA Funding, Life Insurance, Estate Planning or Long Term Care, we can present various products to help guide you along the way. Contact us to learn how we can serve you best.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
This checklist can give you a quick snapshot of how prepared you are.
This is a good infographic to use, and reuse, whenever the benchmark interest rate goes up.
From paychecks to housing costs, millennials today are confronting very different financial challenges, opportunities and...
Protect yourself against the damage that your homeowners policy doesn’t cover.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How will you weather the ups and downs of the business cycle?
Have you explored all your options when it comes to managing your taxable income?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Learn how to harness the power of compound interest for your investments.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Check out this video to begin separating fact from fiction.