Do you know where you are on your Financial Journey?
If you want a financial plan based on your goals that also fits your lifestyle, if you have a drive for success and if you see the value of having a road map to show you the way, then you should be talking with us! Everyone needs a map for their financial journey.
Niles stand out from the competition by understanding the emotional impact money has on everyone’s life. By embracing our 4P’s concept, PROPER PLANNING PROVIDES PEACE, our clients are empowered to effectively manage their money so their money does not manage them. Niles takes the time needed to understand your unique situation and your specific goals. We need to know where you are in relation to where you want to be. Only then do we begin thinking in terms of specific investments.
Niles looks at the areas of your Financial Journey where you have concerns and other areas that he may identify. Through a comprehensive process he determines how to address those concerns and create your map. Every client desires Clarity and Confidence; Clarity on where you are and Confidence that you are on track. It is our goal to help our clients navigate their Financial Journey and to realize the impact of the 4P’s concept, PROPER PLANNING PROVIDES PEACE in their lives.
Navigate our website to learn more about our services, what financial planning involves and what our process is. We look forward to serving you!
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Healthy habits are one of the greatest gifts to give your child.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
There’s an alarming difference between perception and reality for current and future retirees.