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!
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
A letter of instruction provides additional and more personal information regarding your estate.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Taking regular, periodic withdrawals during retirement can be quite problematic.
A quick look at how federal income taxes work.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Your credit score may influence how much you pay for auto and home insurance.
Use this calculator to compare the future value of investments with different tax consequences.
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.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Learn how to harness the power of compound interest for your investments.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Around the country, attitudes about retirement are shifting.
There are three things to consider before dipping into retirement savings to pay for college.