We have all heard, its not how much you make but how much you keep. Perhaps both are important.

Retirement can be the most perplexing stage of your life. Let us help you through the maze of options and decisions.

Use our Risk tools unlock the mathematics behind your Retirement and Portfolio accounts. Are you risk adverse?

21st Century Advisor 21-advisor

21st Century Advisor

WHAT SHOULD THE PRIORITIES BE FOR A 21ST CENTURY ADVISOR? 1) The client comes first. A 21st Century advisor should ALWAY
The Doctor’s Wealth Preservation Guide baby

The Doctor’s Wealth Preservation Guide

While this book was written for doctors, very little specifically deals with doctors. The book is more of an affluent bu
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Peace of Mind Planning

This book has been several years in the making. It is my belief that this book will be the last book I’ll write in a ser
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Retiring Without Risk Book

This book is dedicated to readers who are looking for understandable answers to the following questions: Is investing mo

It's Your Wealth - Qualified Retirement Plans

  • 401(k) Plans

    A 401(k) Plan is a qualified retirement plan in which an employer permits an employee to defer receipt of part of his or her compensation by contributing that part to his or her account in the 401(k) Plan.

  • Defined Benefit Plans

    Generally, a Defined Benefit Plan allows for much bigger deductions for employees who are getting a late start on their retirement planning (or who have lost their plan assets in a divorce or other lawsuit).

  • Roth 401(k) Plans

    In 2006 a new retirement account was signed into law. It is a component of a “regular” 401(k) Plan; however, the funding of a “Roth” 401(k) Plan is with AFTER-TAX dollars.

  • Profit Sharing Plans

    The bread and butter income tax deferral tool for many small business owners is the profit sharing plan. A Profit Sharing Plan is a qualified retirement plan with annual contribution limits.

  • 401(h) Plans

    It’s a medical expense account under Code Section 401(h). The plan pays for costs associated with sickness, accident, hospitalization, and medical expenses of retired employees (EEs) (and their spouses and dependents).

Offering Our Clients Straight Forward Financial Solutions.

We believe in making complex financial planning simple and straight-forward. From financial planning on through to retirement planning we serve to review your entire financial life.

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From start to finish, we employ best practices in every part of our firm. We believe in using common sense rules…

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Our Leadership & Our People

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Frequently Asked Questions

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