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
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
White Elephant Inheritance
This article deals with how one might deal with a burdensome inheritance.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
What It Takes to Become an Accredited Investor
What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
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IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.