Helping attorneys plan life.
On purpose and with intention.
Its about more than money.
It’s about experiencing an exceptional life.
We provide the tools to help you use your finances to experience an exceptional life.
We understand that living an exceptional life is about more than money. Your exceptional life is unique to you. What you enjoy and
what you pursue are your decisions. We believe financial planning and management is about protecting, growing, and using your
money to realize your exceptional life.
Having a total picture perspective of your financial world is key to developing a financial plan to achieve your exceptional life. We help
you make sense of your complex financial needs.
Are you ready to experience your exceptional life?
Let's find out how far you can go.
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Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Tips on insuring your teen driver.
Being healthy not only makes you feel good, it may also help you financially.
It's important to make sure your retirement strategy anticipates health-care expenses.
Bonds may outperform stocks one year only to have stocks rebound the next.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Understanding the economy's cycles can help put current business conditions in better perspective.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What is your plan for health care during retirement?
A bucket plan can help you be better prepared for a comfortable retirement.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Agent Jane Bond is on the case, cracking the code on bonds.
Have you found yourself suddenly single? Here are 3 steps to take right now.