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Financial Planning You Can Trust

Money Management

Money is a huge part of everyone’s life. It determines what you can do, where you can go, and the lifestyle you enjoy. Learning how to manage your money is a critical step toward taking control of your current and future life.

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Retirement Planning

Retirement planning is not simple. Preparing for life after one’s serious work has ended is a very difficult and complex task that usually takes a great deal of time to arrive at a comfortable integrated plan. This is because all aspects of your life — financial, lifestyle, place to live, when to stop working, and others — need to be re-planned.

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Small Business Planning

Starting a small business without proper planning is a sure way to failure and financial ruin. The five “Ps”, the military service axiom that “Prior Planning Prevents Poor Performance”, is never more true than in the world of small business start-ups where the three year failure rate is 20-30%.

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Special Needs Planning

It is a fair estimate that 20% or one in five Americans are permanently disabled due to a vast array of conditions such as blindness, deafness, disease, injury, mental condition, age and other debilitating factors. Government programs are not sufficient to take of these individuals.  Families often are able fill the gaps between what government is willing to do and what the disabled person needs.

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Our Educational Information Blog

Small Business Planning – A necessity for business success & family survival

Small Business Planning – A necessity for business success & family survival

It has been documented over and over by the US Small Business Administration, university researchers, and others that the vast majority of small...

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Self Directed IRAs and Prohibited Transactions

Self Directed IRAs and Prohibited Transactions

Factual Situation:  You are the owner of an IRA with substantial assets. You are also the owner of several vacant building lots whose present value is...

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Investment Styles/Methodologies

Investment Styles/Methodologies

There are more investment styles/methodologies than one can possibly imagine. The impact of the computers coupled with sophisticated software using huge...

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What is “Investment Risk”?

What is “Investment Risk”?

Investment risk, a seemingly simple term but within lies an inexhaustible supply of risk factors that need to carefully understood and managed. Here are...

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Essential Manager Skills and the Importance of Goals

Essential Manager Skills and the Importance of Goals

Investment Management requires (i) an analytical skill set, (ii) a dispassionate approach to the chosen investment methodology, (iii) an understanding...

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Budgeting – Fundamental tool to manage money

Budgeting – Fundamental tool to manage money

The two keys to money management are creating an effective budget that will reflect your day to day financial life and then having the discipline to...

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