Educating, Preparing & Implementing Financial Strategies for America

People today are more concerned than ever about outliving their money. With all the bumps in the road through your retirement years, it is vital that you map out your retirement to:

 * Protect your principal and gains

* Minimize taxes

* Keep more of your Social Security check

* Enable your investments to effectively fight inflation 

If you come visit us, you will learn how to invest your money with market gains without market risk. If you are a saver, you will learn how to fight inflation, preserving and increasing your purchasing power without risking your savings. For investors, Wall Street represents financial opportunity but often the market takes away the gains as fast as it gives them. As we age, we can less stand the losses and lack of liquidity in the market as life has given us less time to recover. 



We are reminded of the bumper sticker which says, "Fly first class, your kids will." It is very exciting to show our clients how to generate a lifetime income they can not outlive thereby allowing them to enjoy much of what they have earned without the fear of ever running out of money. We look forward to visiting with you, so that you can also benefit by strategies we have implemented with retirees across our great country.


 

Steve Burton, his family and staff proudly support

The Wounded Warriors Project

 

 

 

 

 

 

 

 

 

 

 

 

 

 
Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

Newsletters

HOT TOPIC: Looking Ahead in 2012

2011 was a year of slow economic recovery, market volatility, and political conflict over the budget, the national debt, and taxes. All of these challenges continue to face us as we begin the new year. This article presents an overview of some of the issues that bear watching in 2012.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

To Roll or Not to Roll: It's Your Choice

Some employers are encouraging departing employees to leave their retirement savings in their employer plans. But employees should make any decisions based on their own needs and concerns, not the former employer's. Read about the pros and cons of rolling over retirement plan assets to an IRA.

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