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Making changes to your estate is very important for your well being and protection. Let us help you ensuring that your legacy is protected and your paperwork is in order.

Your Retirement

Knowing what your retirement will look like in the event that you lose your spouse can be challenging. Let us help you organize  Social Security, 401(k), IRAs and pension plans and put together a cohesive roadmap to your income and investments.

Your Future

Everything we create is built with simplicity in mind. We've done our best to only include the customization options you need.

Read Recent Articles on Financial Planning

Boosting Financial Literacy is a Top Priority

June 12, 2019

Financial literacy has always been a challenge. However, now that much of the burden of retirement income has shifted to employees instead of employers, it is all the more important that we begin teaching the principles of saving and investing to people as early as possible.

Stock Buybacks Explained

May 20, 2019

When the 2017 Tax Cuts and Jobs Act reduced the corporate tax rate from 35 percent to 21 percent, the hope was companies would spend their influx of money on expansion and increased jobs and wages. Instead, public companies’ most popular way to spend the excess capital has been to buy back their own stock.

Bull Market Turns 10

May 7, 2019

March 9, 2019, marked the 10th anniversary of the current bull market, the longest-running in U.S. history. In that decade, the market more than quadrupled, and when you factor in dividends, it’s up fivefold.

The short-term spikes over the past few years coupled with corporate share buybacks have served to keep performance humming. As we move forward, a few points of note:

Eight Pillars of a Sound Retirement Strategy

April 16, 2019

Retirement planning is like building a house – it needs a strong foundation. In this case, the foundation of a good retirement plan features eight specific pillars to build on – things like assets, income, and protective features that retirees need. Jon and Karyn go over what they are and how they fit into a plan to be sure your retirement goes as smoothly as possible.

Digging Up the Sweet Benefits of Health Food Trends

April 15, 2019

When Lessie Brown, a 114-year-old woman from Ohio, passed away in January, her family attributed her longevity to the fact that she ate a sweet potato nearly every day until she was well past 100.

Protect Your Retirement From Sneak Attacks

April 12, 2019

Unexpected developments can derail your retirement assets – things such as kids living at home longer than anticipated, the rising cost of both college (for the kids) and long term care (for parents, or maybe yourself). Not to mention that today’s retirement strategies are different than those of a generation ago. Jon and Karyn go over these and many more scenarios that your plan should take into consideration as retirement draws closer.

Are you ready to secure your envisioned retirement?

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Have a conversation with one of our advisors to learn how to leverage these tools, learn about our five pillar planning process, get started on a path to a more confident financial future. 


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