You face a multitude of choices and costs to weigh when considering how to recruit and retain your employees. We help our clients find the best mix of benefits to meet your strategic goals.Learn More
Protect your business. Protect your home and valuables. Our property and casualty insurance advisors understand your needs, from workers compensation to general bonding, tenants’ policies to umbrella coverage. We offer commercial and personal lines of insurance.Learn More
After you’ve paid your employees, what’s left for you, the business owner? How have you planned for life in retirement? Our experienced advisors work with you to develop a strategy to envision and achieve your goals.Learn More
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Doing your research is key before buying a vacation home.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Taking your Social Security benefits at the right time may help maximize your benefit.
What are your options for investing in emerging markets?
Learn about cyber liability insurance in this entertaining video.
Understanding the cycle of investing may help you avoid easy pitfalls.