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.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Life insurance proceeds are generally tax-free. But not in all cases.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
All about how missing the best market days (or the worst!) might affect your portfolio.
Understanding the cycle of investing may help you avoid easy pitfalls.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.