Premiere Retirement Planning
What We Can Do For You
While developing a financial program that is right for you, we will walk you through a step-by-step process that will help you identify your goals and make you feel confident in your decisions to achieve them.
Who We Are
While many who call themselves financial consultants or investment advisors have a drive to succeed and a license to sell a product or service, they often lack the experience and wisdom to apply appropriate solutions and strategies that provide true value to those they serve.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
One way to find money is to examine your current spending habits and eliminate money wasters.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
There are four very good reasons to start investing. Do you know what they are?
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are three things to consider before dipping into retirement savings to pay for college.
Here are five facts about Social Security that might surprise you.
Do you know how to set up your financial goals for success? This knight does.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.