Private Wealth Managment
Providing Sound Investment Decisions through Uncertain Times
We believe that we have a huge fiscal, ethical and moral responsibility to our clients, most of whom invest a substantial portion of their life savings with us. A large majority of our clients are either retired or very close to retirement - the very people who can least afford to lose their hard-earned savings - and it is for their welfare that our firm exists. Our clients can expect to feel comfortable and confident that we are passionately committed to the fulfillment of our responsibilities to them.
Helpful Content
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
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Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Rightsizing for Retirement
What does your home really cost?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.