Ten Steps to Creating A Solid Estate Plan

Posted on: January 23rd, 2017 by Bryan Bishop

QUESTIONNAIRE — Spending 1-2 hours completing a substantial questionnaire (say, 5-15 pages) is an excellent first step to ending up with an estate plan that is a bull’s-eye relative to your particular facts, circumstances, and desires.  Beware any suggestion that you need just show-up for a Q&A session.  The documents that issue from your initial … Continue reading

Protecting Your Nest Egg

Posted on: March 23rd, 2015 by Christopher Hill

As financial advisors, we are required to take exams, acquire licenses, and perform continuing education, with the primary objective of helping our clients: Protect wealth   *  Save wealth   *  Grow wealth However, the harsh reality is that the large majority of our industry tends to focus mostly on the growth component, and often overlooks the … Continue reading

Creating a “Love Drawer”

Posted on: March 23rd, 2015 by Christopher Hill

Some financial professions believe that life insurance should be viewed as “love insurance”. As cliché as it may sound, it certainly has a tremendous amount of merit. What better gift is there to give your loved ones upon your death than a large sum of money to be used for such things as income replacement, … Continue reading