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 Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Is your estate in order? This short quiz may help you assess your overall strategy.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A bucket plan can help you be better prepared for a comfortable retirement.
How will you weather the ups and downs of the business cycle?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Have you explored all your options when it comes to managing your taxable income?