Videos

Put more of your money to work instead of giving it away.

You may have a long-term relationship with your tax preparer or accountant, but beyond the common deductions and expenses are they helping you keep as much of your money as possible at tax time? In this video, we explain how we work with tax planning specialists, experienced in the complexities of the tax code, with the goal of helping you pay as little tax as legally possible.

Knowing your retirement "number" is just the start.

Many people underestimate how much they'll need in retirement. If you're not sure, we can help you figure that out as a starting point for determining next steps to help you reach or even exceed that number. Watch the video above to understand what we've learned over the years when people have come to us with questions about their retirement and how we work to address these concerns.

Risk reduction = sensible measures to preserve what's yours.

Risk takes many forms. There are the calculated risks which can result in rewards like the increased value of stocks, and then there are the outside forces that may not appear too risky, until it's too late. Those are the risks we help you defend against--risks that are hazardous to your wealth.

Whoops! Suddenly you're rich.  Now what?

Chances are you or someone you know were fortunate enough to acquire a significant amount of money at a moment's notice, whether as a gift from a relative, a settlement in a court case, or  even winnings from the lottery!  In any case, we can help you understand the potential concerns from sudden money accumulation, and develop a plan to manage your newfound wealth.