Direction

It All Starts With The Plan
Making sure you get the proper advice starts with taking an in-depth look at where you are today and where you want to be tomorrow.
And because we know your objectives may change over time, we approach financial planning as a dynamic, ongoing process that must accommodate changes in your personal circumstances, changes in the tax laws, and changes in the marketplace. We can help you design a plan that evolves with you and results in a well-coordinated series of rcommendations that can be easily implemented.

Calculators

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  • Cost of Retirement

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

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

  • Estate Taxes

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

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