A FAMILY WEALTH MANAGEMENT PRACTICE

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports on financial planning and family wealth management.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal, family and business financial situation. We have created this Web site to help you gain a better understanding of the different financial concepts and strategies between asset accumlation for retirement and taking income during retirement, between personal needs and family needs, between wealth preservation and wealth transfer.  Most important, we hope you see the value of working with skilled professionals who for the past 20 plus years have helped their select clients pursue their personal and families financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and the services and skills be can bring to help you resolve your financial concerns. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of family wealth management planning.
Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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Newsletters

A Question of Identity

Not only is identity theft costly, it can also be a major hassle that affects a person’s credit score for years. The key to preventing ID theft is awareness.

HOT TOPIC: Government Intervenes in Credit Crisis

September was an unsettling month for the financial markets that Americans may not soon forget. Here's a look at what happened.

HOT TOPIC: Looking for a Recovery in Odd Places

Are signs of an economic recovery showing up in hemlines and lipstick sales?

Put Some Infrastructure in Your Portfolio

The normally placid muni bond market has been roiled by a confluence of variables related to the stock market, slow economic growth, and credit-market woes. One result has been yields high enough to get the attention of investors who normally stick to Treasurys.

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