Planning Matters.

Imagine If This Were You. . . .

Over the years, we’ve had the privilege of guiding clients through all kinds of financial situations, both pleasant and difficult. No matter the course, our aim is to provide clients with thoughtful solutions that will help them move toward their ultimate goals.

We created this hypothetical case study to highlight a common financial challenge individuals and families may encounter, and to show various ways we would address the issues.

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Company Retirement Plans Need a Makeover

As company pensions become less common, today’s workers are becoming heavily responsible for attaining retirement security through their own savings. That’s no small task.

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National Parks: Don’t Wait to Get Your Senior Pass!

Do you have someone in your life 62 or older? Of course, we all do! Don’t let them miss out on a lifetime deal that is soon to change. Olympic, Crater Lake, Yosemite, Glacier and the Grand Canyon; some of the most beautiful places in the world.

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In 20 Years. . .

Where would you invest monies now if you had to place a bet and open your eyes in 20 years?

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Answering An Age-Old (Old Age) Question: How Long Are You Going to Live?

Perhaps the biggest concern that clients share is whether their accumulated savings will last throughout their retirement years. How do they know if they’ve saved enough, or if they’re spending their nest egg too quickly? One of the key factors in the equation is life expectancy – but how many people know exactly how long they expect to live?

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