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.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
An overview of some fundamental steps when a loved one passes.
Learn about all the parts of Medicare with this informative and enjoyable article.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
There are ways to improve your physical fitness without denting your fiscal fitness.
A quick look at how federal income taxes work.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine your potential long-term care needs and how long your current assets might last.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
What is your plan for health care during retirement?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Investors seeking world investments can choose between global and international funds. What's the difference?