For Business Owners
Learn what your business is worth in order to grow your bottom line.
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Using our knowledge, skills, and resources to help you increase your capacity to live and give.
We are partners with our clients, working together to create enduring relationships based on positive change and empowerment to build legacies through creative financial strategies. Our clients include university professors, business executives, and private individuals.
- To be the premier resource of financial information and advice for our clients
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Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Social Media: #Newest Business Liability Risk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Understanding how a stock works is key to understanding your investments.
Here's a breakdown of how the federal government spends your tax money.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Investors seeking world investments can choose between global and international funds. What's the difference?
What is your plan for health care during retirement?
Women must be ready to spend, on average, more years in retirement than men.
Here are five facts about Social Security that might surprise you.