"Start with the vision: Succeed with the plan"

"Living longer should be a goal, not a risk factor in your retirement plan."

"It’s our goal to get to know you better than most people"

"Wall Street people learn nothing and forget everything."- Benjamin Graham

"Where there is no vision, the people perish" - Proverbs 29:18

"It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently." - Warren Buffett

“Personal attention is our commitment to your success."

"The process begins by talking to us, but not necessarily about how the market is doing."

"Before your child was even born, you were planning."

“An effective 401(k) advisor is much like a coach, coordinating the work of those with specific expertise in certain areas.”

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Trust Basics

Friday, 19 March 2010 16:11 Last Updated on Friday, 19 March 2010 16:13 Provided by Timothy J. McNeely CFP® CIMA®

Whether you're seeking to manage your own assets, control how your assets are distributed after your death, or plan for incapacity, trusts can help you accomplish your estate planning goals. Their power is in their versatility--many types of trusts exist, each designed for a specific purpose. Although trust law is complex and establishing a trust requires the services of an experienced attorney, mastering the basics isn't hard.

Annuity Distributions

Friday, 19 March 2010 12:45 Last Updated on Friday, 19 March 2010 12:47 Provided by Timothy J. McNeely CFP® CIMA®

Annuity distributions are categorized in two ways: withdrawals or annuitization (guaranteed income stream). The annuity contract itself explains the annuitization payout options available to you, including when they begin, whether the amount can be fixed or variable, and how long the payouts will last.

Evaluating a Job Offer

Friday, 19 March 2010 12:23 Last Updated on Friday, 19 March 2010 12:24 Provided by Timothy J. McNeely CFP® CIMA®

If you're considering changing jobs, you're not alone. Today, few people stay with one employer until retirement. It's likely that at some point during your career, you'll be looking for a new job. You may be looking to make more money or seeking greater career opportunities. Or, you may be forced to look for new employment if your company restructures. Whatever the reason, you'll eventually be faced with an important decision: When you receive an offer, should you take it? You can find the job that's right for you by following a few sensible steps.

Health Insurance in Retirement

Saturday, 06 March 2010 18:48 Provided by Timothy J. McNeely CFP® CIMA®

At any age, health care is a priority. When you retire, however, you will probably focus more on health care than ever before. Staying healthy is your goal, and this can mean more visits to the doctor for preventive tests and routine checkups. There's also a chance that your health will decline as you grow older, increasing your need for costly prescription drugs or medical treatments. That's why having health insurance is extremely important.

Health Insurance for College Students

Saturday, 06 March 2010 18:46 Provided by Timothy J. McNeely CFP® CIMA®

As your child prepares to head off to college, probably the last thing on his or her mind (and yours) is health insurance. But getting sick or injured away from home can be an unpleasant experience--more so if your child doesn't know his or her health-care options. You'll want to make sure that your child's health insurance is in place before you pack up the car. There are basically two ways to insure your child's health while at college: your family health plan or a health plan provided through the college.

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