You don't have to navigate to loss of your spouse alone.

Your Estate

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

China’s Growing Economy

January 11, 2019

 “Let her sleep, for when she wakes she will shake the world.”

-Napoleon Bonapart speaking about China

Car Trouble

General Motors recently announced the pending closure of three U.S. assembly plants and the discontinuation of six cars made at those plants. While large sedans are no longer big sellers in the United States, they remain popular in China, and GM will continue to manufacture them there.

What Impact Do the New Tax Laws Have on You for 2018?

December 10, 2018

The Tax Cuts and Jobs Act of 2017 reduced federal income tax liability for some, but not all, Americans. Wealthy residents of California, New York, and other high-tax states could face a higher tax bill when they file their 2018 return.

While cutting tax rates on ordinary income, increasing the standard deduction and doubling the federal estate and gift tax exemptions, the tax legislation also capped the deduction for state and local taxes (SALT). While once open-ended, the SALT deduction is now limited to $10,000 ($5,000 if married, filing separately).

Are You Taking On Enough, Too Much or the Right Amount of Risk?

December 6, 2018

Risk is a necessary element of any retirement plan – because investing in things like stocks which can decrease in value can also give you big increases. Today Jon and Karyn talk about how to manage the risks involved to your own tolerances to give you the right plan with the right amount of risk so that your money will be there whenever you need it.

Defend Your Retirement From Sneak Attacks

December 1, 2018

What sneak attacks could try to derail your retirement plans? Well, some include long-term care and other health costs, or kids coming back home as adults. Jon and Karyn discuss these and a number of other things which could throw your retirement plans for a loop if they are not addressed or planned for.

Striking the Right Balance for a Successful Retirement

November 12, 2018

We all know what a balance sheet is when it pertains to a business. Well, when we retire, we need to check our personal balance sheet – if it’s out of balance, we may not have the money and resources we need to retire in the first place. Today Jon and Karyn go over the steps which need to be taken to be sure your personal balance sheet is where it needs to be in order to live your best retirement.

Pension vs. 401(k)

November 9, 2018

Given a choice, which would you choose: a guaranteed fixed income for the rest of your life, or a lump sum that you could invest? As it turns out, lots of people prefer a sure thing.

This is what a recent survey showed about public sector employees posed with the option to select a defined benefit pension plan or a 401(k)-type defined contribution individual account. In fact, even when the defined contribution plan was the default option and workers had to proactively choose the defined benefit pension plan, they made the effort. In the eight states studied that offered a choice between the two options, all had employees choosing pensions at rates of 75 percent or higher in 2015.

Are you ready to secure your envisioned retirement?

Schedule a Meeting

Your Time is Valuable

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. 


Screen Shot 2018-07-02 at 12.13.31 PM

Questions about getting started? Drop us a line to find out more!