Our clients understand that individual fixed-income securities can provide a measurable reduction in risk, costs, and tax implications when compared to bond mutual funds. That’s why our advisors create fully-customized portfolios of individual income producing investments that are tailored to our client’s needs. Our active management of these fixed-income securities allows our team of portfolio …
Fixed income investing is an investment approach that focuses on the preservation of capital and income. Fixed income investing can include investments like: government and corporate bonds CDs and money market funds One of the benefits of fixed income investing is that it can help provide a reliable stream of income during retirement, with less …
Our approach to income planning is designed to achieve two primary objectives that become increasingly important as you near retirement: asset protection and dependable income. These objectives align perfectly with the retirement goals of most people. According to a recent survey, there are three common themes almost all Americans are looking for in retirement: Freedom …
We believe every client deserves personalized financial solutions. Regardless of where you are in your financial journey, we’ll spend the time to get to know you and your goals. Once we’ve identified your specific goals, we can build a fully-customized financial plan to help you achieve the retirement you’ve always envisioned. Income Generating Investments Our …
When it comes to your finances, risk management is the process of identifying, analyzing, and controlling the level of risk contained in your portfolio. No investment is entirely risk-free, but different types carry different levels of risk. A U.S. treasury bill, for example, is considered a very low-risk investment, while things such as emerging market …
When it comes to planning and saving for retirement, the same thing happens all too often. Fortunately, it doesn’t have to. Let’s face it, most of the messaging that comes from Wall Street and many financial advisors is focused on growth-based financial strategies, which usually involve the stock market. That might be okay for investors …
Financial wealth advisors specialize in helping our clients achieve a safer passage into retirement through income-generating investment strategies. Not only that, but our wealth management advisors also provide our clients with access to any tradable investment available on any US exchange. Any security, even foreign, can be bought for clients if they are listed on …
Wills, Trusts, and Estate Attorneys Effective estate planning involves much more than having a last will and testament. Estate planning can help manage your financial affairs during your lifetime and help you control the distribution of your wealth after death through legacy planning. An effective estate planning strategy can spell out your healthcare wishes and …
Many people tend to minimize the value of Social Security, but Social Security benefits can be more valuable than many people realize. First of all, Social Security is one of the few sources of income you can’t outlive. In fact, the longer you live, the more you’ll earn. Another valuable feature of Social Security is …
When it comes to growing your money over the long term, studies have shown that tax advantage is one of the biggest benefits you could have in growing your money. Tax advantage is a main reason Individual Retirement Accounts (IRAs) and 401(k)s are so popular when it comes to saving for retirement. Learn How to …
