Wealth Management Group

Tax Advantaged Financial Solutions and Wealth Management

Welcome!  If you are looking for straight talking, no nonsense tax advantaged financial planning and wealth management, you've come to the right place!  

Planning for a secure retirement, mitigating taxes, helping and protecting family, achieving and protecting lifestyles, creating financial comfort, planning for legacies....

For most Americans, these are extremely important issues.

But many of us feel unprepared and ill-equipped to deal with all of them in a coordinated, knowledgeable way.

Many investors are frustrated, worried and uncertain where to turn.  They have no idea how to get from where they are today to where they want to be in the future.

For some, working with an experienced and trusted Independent Wealth Advisor may be the answer.

We provide personalized financial solutions that take into account all aspects of your financial life and offer guidance, clarity of thought, and expertise to help you gain confidence in a more secure financial future.

 

Some of the areas we help our clients include:

  Tax advantaged financial planning

  Investment consultation and management

  Retirement planning and funding;  including IRAs, 401ks, 403bs, defined benefit plans

  Income planning to meet current living expenses

  Protecting loved ones against financial loss due to death, disability, health

  Consolidating investment accounts and organizing finances

  Estate planning and charitable giving

  Real estate investing and planning

 

As a fee based independent financial advisory firm, we believe in the motto of "Service Above Self".  Serving our clients' best interests is our passion.  Our clients come to us for objective perspectives and solutions.  Thank you for visiting us, and please let us know how we can be of service.  We are here to help!

 
Newsletters

Another Economic Stimulus

Temporary incentives could affect businesses of all sizes. Although Congress was unable to tackle the controversial issue of future income tax rates before the 2010 midterms, it quietly passed a little-noticed tax package, the Small Business Jobs Act of 2009 (H.R. 5297), that may benefit small businesses and even individual taxpayers.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

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