Trusted Advisors Providing Wealth Building Strategies for Life

                                           

Tim Philpot, MBA, CPA, PFS                               David Schoening, MBA, CPA, CFP®

         Financial Advisor                                                        Financial Advisor

Welcome to our web site!

We are here to help you reach your financial goals…

Preserving and growing your nest egg – so that you can retire with financial dignity and peace of mind and to allow you to leave an inheritance and legacy to bless generations to come. 

For a couple aged 65, there is better than a 50% chance that one will be alive at age 90.*  People are living longer.  Have you maximized your financial plan to adequately provide for your many years of retirement?  

We help our clients avoid mistakes that can drain their wealth. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusted relationship with you.

We are here to provide you with the information and tools to make the right decisions and sleep better at night.  Call now for a free visit.

 *Source: US Annuity 2000 Basic Mortality Table, Society of Actuaries.

           

  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • E-Seminars

    E-Seminars

    Animated presentations to help you learn and decide.

  • Glossary

    Glossary

    Financial terms from A to Z.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

More Calculators →

Should You Found a Foundation?

If you want to control how and where your donations are used, create an entity that has the potential to last for generations, and unite family members behind a worthy cause — and don’t mind some fairly strict paperwork requirements — this type of organization might be worth considering.

It's Not as Bad as You Think

Economic indicators, including GDP, are signaling continued growth, but consumer confidence is lower than it's been in years. Why do these figures seem to be moving in opposite directions?

Good Time to Keep Going

Inflation is rising. Home prices are falling. Oil and stock prices are volatile. Could this be a good time to ramp up your retirement savings? You might be surprised at the answer.

Mutual Fund Mastery

Test how much you know about one of the most popular investment vehicles.

More Newsletters →

November 19, 2008 @ 12:02 PM

Nasdaq Composite 1,438.69- 44.58
S&P 500 834.63- 24.49
S&P Mid-Cap 400 469.67- 18.82
Russell 2000 430.05- 17.46

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