Financial Planning Services

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Financial Planning Services

• Complete Financial Review

• Asset Allocation Recommendations

• Fact Finding & Needs Analysis

• Ongoing Monitoring & Review

• Full-Service Menu Options

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

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Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

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Investment Services

• Full-Service Brokerage

• Mutual Funds

• Variable Life Insurance

• Variable Annuities

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

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What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

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Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

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Retirement Funding

403(b)

TSA

401(k)

Social Security Analysis

Lump Sum Distributions

IRA

Roth IRA

Rollovers

Retirement Income Strategies

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

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9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

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FIRE Retirement

This short, informative article teaches the basics of the FIRE movement.

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Business Planning Services

• Business Succession Strategies

• Buy/Sell Agreement Funding

• Deferred Compensation

• Key Person Insurance

• Non-qualified Discriminatory Retirement Plans

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.

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Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

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Intellectual Property and Your Estate

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

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Employee Benefit Services

• Business Succession Strategies

• Buy/Sell Agreement Funding

• Deferred Compensation

• Key Person Insurance

• Non-qualified Discriminatory Retirement Plans

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

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Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

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Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

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Life Insurance Services

Life Insurance

Long Term Care Insurance

Term Insurance

Linked Benefits

Impaired Risk Underwriting

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

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Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

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Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

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Education Funding

• College Savings / 529 Plans

• UGMA / UTMA accounts

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

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The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

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Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

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Estate Preservation

• Estate Analysis

• Strategies to Reduce Taxes

• Gifting Strategies

• Charitable Giving Strategies

• Estate Analysis

Intellectual Property Rocks in a New Digital Era

Intellectual property ownership and its implications for ordinary people and estates.

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Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

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3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

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Partner Carriers

American Funds®

Fidelity Advisors®

Franklin Templeton Investments®

John Hancock Investments®

Putnam Investments®

Securian©

TransAmerica©

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