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.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Even if you’re young and single, you should still consider protecting yourself.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Technology tips to make your next trip even better.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
When do you need a will? The answer is easy: Right Now.
How will you weather the ups and downs of the business cycle?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What is your plan for health care during retirement?
All about how missing the best market days (or the worst!) might affect your portfolio.