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.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Your credit score may influence how much you pay for auto and home insurance.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Don't let procrastination keep you from pursuing your financial dreams and goals.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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
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.
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.
What if instead of buying that vacation home, you invested the money?
A bucket plan can help you be better prepared for a comfortable retirement.
Do you know how to set up your financial goals for success? This knight does.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
$1 million in a diversified portfolio could help finance part of your retirement.
When markets shift, experienced investors stick to their strategy.