Risk Management
PROTECTING ALL THAT IS YOURSThen, we tailor your financial plan to prepare for the unexpected, which could include preserving your estate with long-term care insurance, building a protective cushion with life insurance, and combining protection and tax-advantaged growth opportunities with annuities. Working together, our team helps you protect your overall financial plan, your way of life and your ability to reach your goals even when the unexpected happens.
Maintain Your Health
We help prepare you and your family for the unexpected by ensuring you have the right types and amounts of insurance, including disability insurance to provide income if you are unable to work.
Maximize Your Retirement
Secure Your Legacy
We also offer a full array of trust structures, including charitable-giving tools that may feature tax advantages. Whether your goal is to minimize estate taxes, help ensure you have the funds you need down the road, provide for a loved one or spell out exactly how you want your wishes to be carried out, we can help.
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NEWS
Forbes list of Top Best-in-State Women Wealth Advisors
Joan was named to the 2023 edition of the Forbes list of Top Best-in-State Women Wealth Advisors The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands...
Making a nonfamily successor the head of the family business
For family-owned businesses, the dream is often for the next generation to take up the reins and continue the legacy. After all, your business likely represents a significant part of your family wealth, but it’s likely the most significant gain may come when the business is...
Charitably minded investors can satisfy RMDs with QCDs
ESTATE & GIVING Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability. Helping others when you’re gone is a noble and rewarding aspiration. But think how much more rewarding...