You want unbiased retirement financial guidance, where your interests always come first.
You want an advisor who will serve you in accordance with the fiduciary standard.
You want retirement financial guidance that is designed around your specific needs, values and motivations and not one-size fits all.
You want an advisor who answers to you and you alone, not an insurance company, not a bank, not a Wall Street brokerage or wealth management company.
A wellspring is "an original and bountiful source" and that is what I want to be for your retirement planning needs. Your goals and priorities are just that – they’re yours. Not mine, and not what a prominent “financial expert” tells you they should be. My role is to help you find a way to balance what you want with what you have and to figure out how to make that work for you. I’ll guide you through the trade-offs that come with choices, so you’ll be in a position to discover for yourself what makes the most sense for you, for your life and your values.
Whether you've never worked with a financial advisor before or you're feeling it's time to be in a financial advisory relationship that really works for you, you just may have found the approach you’ve been looking for.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
The tax rules that govern donating art are complex and confusing. Take a closer look.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
There are other ways to maximize Social Security benefits, in addition waiting to claim them.
Here are six flags that may make your tax return prime for an IRS audit.
Five phases to changing unhealthy behaviors.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Investors seeking world investments can choose between global and international funds. What's the difference?
What does your home really cost?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.