"As a father son team, we understand the importance of passing on your legacy, values, and ethics."

"If we do not think about the future, we cannot have one."

“Personal attention is our commitment to your success."

"Institutional strength through an individual focus. That's what we bring to all of our clients."

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

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

"Start with the vision: Succeed with the plan"

"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.”

"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

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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.

Gift and Estate Tax

Saturday, 06 March 2010 18:43 Provided by Timothy J. McNeely CFP® CIMA®

If you give away money or property during your life, those transfers may be subject to federal gift tax and perhaps state gift tax. The money and property you own when you die (i.e., your estate) may also be subject to federal estate taxes and some form of state death tax. You should understand these taxes and when they do and do not apply, especially since the passage of the Economic Growth and Tax Relief Reconciliation Act of 2001 (the 2001 Tax Act). This law contains several changes that are complicated and uncertain, making estate planning all the more difficult.

Immediate vs. Deferred Annuities

Thursday, 25 February 2010 15:52 Last Updated on Thursday, 25 February 2010 15:53 Provided by Timothy J. McNeely CFP® CIMA®

The terms immediate annuity and deferred annuity simply indicate when the distribution phase of the annuity begins. Both allow unlimited contributions, and both can provide, upon election, a continuous stream of payments for life.

Funding a Business

Thursday, 25 February 2010 15:49 Provided by Timothy J. McNeely CFP® CIMA®

Aside from using your own funds and borrowing from friends and family, there are numerous routes that you can take, and each has its advantages and disadvantages. Here are some of the major options available for funding your small business, and some of the pitfalls to avoid. You've got your business plan written. You're excited about your business idea, and now it's time to get started. One problem: You don't have the financing to fully realize your idea. What are your options?

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Health Insurance in Retirement

Health Insurance for College Students

Gift and Estate Tax

Immediate vs. Deferred Annuities

Funding a Business

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