Understanding Today’s Financial Environment
Welcome to our website. We know how complex today's financial world is. We understand that individuals face unique challenges when it comes to making financial decisions. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses on your needs, wants, and financial goals and objectives. By providing comprehensive financial planning, we can help you make the right financial decisions.
Our professionals have years of experience in financial planning. We can help you address your needs for today and for many years to come. We look forward to working with you through all stages of your life. Please call (501) 358-3994 to schedule an appointment to see how we can help you.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Federal estate taxes have long since been a lucrative source of funding for the federal government.
What does the Tax Reform and Jobs Act mean for you?
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Term insurance is the simplest form of life insurance. Here's how it works.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There’s an alarming difference between perception and reality for current and future retirees.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
When should you take your Social Security benefit?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.