Market Watch

January 28, 2012 @ 02:22 AM

Dow Jones Industrials 12,660.46- 74.17
Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10
10 Year Treasury Note 1.90- 0.03

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"Two are better than one"

"Two are better than one because they have a good return for their labor"

Ecclesiastes 4:9

Our Mission:

 

Serve one client well and replicate that as many times as possible.

Invest our time, talents and treasures into the lives of our clients and our associates.

 

 

Understanding that the needs of our clients are complex in nature, we have adopted a team approach in the services we provide our clients.  Through the unique skills, distinct abilities and wide range of experience that each of us bring to the practice, we are able to address the needs of our clients far better than any one of us could achieve alone. 

 

Together, we serve our clients by advising them in the wise stewardship of their resources.  Our practice is blessed to work with clients of various backgrounds and places in their financial journey.  From the young family just getting started to those in their retirement years, our approach is the same: Serve our clients well by understanding their goals and aspirations and meet those needs with the best planning, investment and insurance resources available in the financial services industry.

 

We invite you to learn more about us and the services we provide by investigating our site.  Should you wish to further discuss your financial goals and a plan to get there, we welcome an email or phone call to establish a meeting for such a conversation.

Newsletters

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

More Newsletters →

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