PLAN FOR YOUR RETIREMENT.

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WHEN IT COMES TO YOUR FINANCIAL FUTURE, KNOWLEDGE IS THE CRITICAL FIRST STEP.

We love helping our community make informed financial decisions about the days ahead.

WE WILL CONTINUE TO KEEP YOU IN THE FINANCIAL KNOW

By keeping you updated on the latest financial and insurance news!

“HOW WE CAN HELP YOU”

1. Listen to your retirement planning objectives
2. Obtain a personal financial statement
3. Analyze the data and
4. Help you understand and determine which asset management programs, tax strategies, and retirement income solutions would work best for your objective.

Financial Services

Our goal is to design a plan that meets your unique objective, keep you familiar with the plan through quarterly meetings, and make you abreast about any changes in laws that may impact your plan.

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Insurance Services

Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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Resource Center

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Educational Videos

Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services

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Weekly Newsletter

The Benefits of Filing Taxes Early

Tax season has officially started and if you’re an early bird looking ahead to April, you might have already started filing your 2018 taxes. Regardless where you are in the process, here are a few tips to keep in mind for tax season this year. Taxes in retirement are...

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3 Trends Changing the Retirement Landscape

The last two decades mark a distinct time of change, even in the retirement landscape. As we continue to start 2019 off on the right foot, it is important to keep in mind current retirement trends that could affect our overall well-being during our golden years. So...

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IRA Blog

“GAP ANALYSIS”

By Andy Ives, CFP®, AIF® IRA Analyst There are many gaps. Generation gap, stop-gap, The Gap Band. In baseball you can hit into the gap. Football linemen have an A-gap, B-gap and C-gap to concern themselves with. Of course, there is the Cumberland Gap. And there is a...

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NUA AND EMPLOYER 401(K) PLANS: TODAY’S SLOTT REPORT MAILBAG

By Sarah Brenner, JD IRA Analyst Question: If I convert Trad IRA funds to a Roth IRA, does the ratio of After-Tax Contribution to Total IRA holdings include 401k holdings or only IRA holdings. I am a recently retired pilot and want to make Trad to Roth IRA conversions...

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10 THINGS TO KNOW ABOUT THE REQUIRED BEGINNING DATE FOR IRAS

By Sarah Brenner, JD IRA Analyst If you have an IRA, you may have heard the term “required beginning date” or “RBD.” This is an important date that every IRA owner should understand. The significance of the RBD is not limited to IRA owners. It is a critical date for...

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