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!
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
If you find it hard to attain personal life goals, there’s an app for that!
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
Assess how many days you'll work to pay your federal tax liability.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Around the country, attitudes about retirement are shifting.
Women must be ready to spend, on average, more years in retirement than men.
The market is as unpredictable as the weather. We’d love to help you prepare.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Why are 401(k) plans, annuities, and IRAs so popular?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.