Business Philosophy
" Our goal is to provide families and business owners with assistance in building their financial freedom. We have the skills, knowledge, and experience required to help meet clients' established goals. Our personal goal is to become a lifetime resource for each and every client"
This article discusses some unique characteristics of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
While investors typically look at the nominal return on their investments, it’s important to understand the real return in order to target financial goals.
Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
Most home improvements are not tax deductible, but certain types of projects might help reduce your tax burden in other ways.
How much life insurance would you need to produce a sufficient income stream for your family?
This calculator can help you determine whether you should consider converting to a Roth IRA.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
How Long Will Your Funds Last?