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.
Helpful Content
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Intellectual Property and Your Estate
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Reviewing Your Life Insurance Needs
Learn how the review process works and how it may help you better understand your Life Insurance.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.
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Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?