Our mission is to enhance our client’s experience of life by guiding them through the process of increasing their level of confidence in making decisions related to their financial future.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with our clients.
We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
Josh Webskowski, EA, NTPI Fellow®, CFP®
WHO WE ARE
We have been working with individuals, families and small businesses in the area since 1980.
Each of our agents has extensive personal and professional experience.
Josh holds various professional designations including achieving the Certified Financial Planner Practitioner/CFP®...
WHAT WE DO
Bringing your finances together with a Financial Plan may include:
In addition to understanding tax strategies and managing your tax bill, a special area of focus in our professional practice involves helping resolve many different types of IRS and State tax problems.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Five strategies for managing your student debt.
One way to find money is to examine your current spending habits and eliminate money wasters.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
There are things about Social Security that might surprise you.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
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
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Investors seeking world investments can choose between global and international funds. What's the difference?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Do you have causes that you want to support with donations? Here are three tips.