- Tax PlanningFeel overwhelmed by tax documents? Staying organized may help reduce your tax season stress. Read More Subscribe to Tax Planning
- Charitable GivingWe partner with you to realize your charitable vision. Building your Lifetime Wealth Strategies includes optimizing tax savings to provide the greatest possible benefit to you and those important to you, including the organizations and causes you support
- Estate Taxes
- Tax Services
- Income TaxThe cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure that you are insurable by having the policy approved. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition, if a policy is surrendered prematurely, there may be surrender charges and income tax implications.
- Capital Gains TaxesThe IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could Read More
- Investment ManagementI grew up in New Jersey and graduated from St. Lawrence University in New York before beginning my professional career as a management trainee at a large insurance company in Boston, Massachusetts. From there, I transitioned to managing the design and implementation of portfolio management systems for large institutional investors at a consulting firm. In 1980, I relocated and earned my MBA from the University of Louisville. While a full-time instructor of Management at Bellarmine University Rubel School of Business, I also developed strategic and marketing plans for small and medium-sized businesses as an independent consultant.
- Bonds
- Wealth ManagementLife is constantly changing, and your goals will too. When new priorities lead you towards different approaches to wealth management and savings, we'll be here to adapt your plan so it transitions along with you.
- Accounting Services
- Financial PlanningWe take planning to the next level. Our process of personalized financial planning is designed to help you see your current financial picture, build strategies to realize your vision of the future, and focus on what matters most to you and those important to you.
- Retirement PlanningWe’ll talk about goals for lifestyle, age of retirement, how to help get there, etc. We’ll then help you two put those concepts into motion
- AnnuitiesRetirement income through annuities: Sometimes, the best way to guarantee retirement income is the simplest – Annuities. Of course, these products vary in terms and pay-out options and conditions. Our experts will help make sense of it all!
- Long Term CareDisability and long-term care protection: Accidents, at home, at work, during your commute, can leave you severely disabled and financially stressed. As can debilitating illness! We’ll help you insure against such unexpected turn of events.
- Asset ManagementWe provide a broad range of investment strategies to balance building your lifetime wealth with managing and insuring against risks as you view them. Building your balance includes more than asset allocation and portfolio diversification. Our disciplined approach aligns your portfolio with your values and positions your strategies for your short-term and long-term objectives.
- College Funding