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Focused Financial ConnectionsSM
Accounting
Organization is key for operating a business efficiently. Our bookkeeping services will help keep all of your business financial data at your fingertips. This will enable you to make timely management decisions and also be ready for tax time. Scott is a Certified QuickBooks® ProAdvisor®.
Taxes
Taxes are one of the few sure things in life. Everyone has to pay them. Tax saving strategies are essential and tax returns are inevitable; we can help with both.
Insurance
It’s impossible to know when you will need insurance for yourself or your family. The reality is that it is critical to discuss this early on. Let us address your insurance needs today.
Investments*
Do you have a plan to pay for your children’s college education? Are you currently working and saving enough for retirement? Are you approaching retirement and worried about outliving your assets? Your goals may change over time and each stage of life requires a different investment plan. As an independent financial advisor, Scott can help you navigate through the sea of available investments to develop customized and well-diversified wealth management solutions that are right for you.
Retirement
The goal for most people is retirement. Properly managing taxes, insurance, and investments can lead to a more comfortable retirement. In retirement, the tax landscape changes and investment strategies switch from an accumulation phase to a more conservative distribution phase. We can help plan for this transition and beyond.
Newsletters
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A Critical Combo: Life Insurance with Long-Term Care Benefits
Although long-term care insurance is typically a “use-it-or-lose-it” proposition, these alternatives can help pay for care if it’s needed or provide a death benefit for beneficiaries if it’s not.
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Are You Spending Money to Keep Stuff You Don’t Need?
One in 10 Americans leases a storage unit. But for many, it may be worthwhile to let go of unneeded belongings instead.
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Housing Market Trends: Are They Helping or Hurting the Economy?
U.S. home values held steady in 2023, even as mortgage rates rose to the highest levels in a generation. What could the current state of the housing market mean for the broader U.S. economy?
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Investor, Know Thyself: How Your Biases Can Affect Investment Decisions
While traditional economic models assume that people make rational decisions, most humans don’t think like robots. This article summarizes some common biases that can influence financial decisions.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.