Your Blueprint is provided as part of our process. When we know you, your family and your business. We know the site you’re building on. Your Blueprint becomes the infrastructure needed to build assets that serve you, your needs and preferences.
Our process of building implementing and supervising your assets as an independent firm is very different from many larger firms. We are independent of banks, brokerage firms, or insurance companies; as such we have the freedom to recommend suitable plans from an array of sources.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more. As you search my website, send me a note regarding any questions you may have.
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
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Life insurance proceeds are generally tax-free. But not in all cases.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Calculating your potential Social Security benefit is a three-step process.
A letter of instruction provides additional and more personal information regarding your estate.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
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.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How do the markets usually react to elections? Was the 2016 election any different?
The decision whether to buy or rent a home may have long-term implications.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Around the country, attitudes about retirement are shifting.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Here is a quick history of the Federal Reserve and an overview of what it does.