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.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Currency has been around for a long time. Here’s a quick history lesson.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Even if you’re young and single, you should still consider protecting yourself.
An inside look at how marginal income tax brackets work.
Military families face unique challenges, making personal finance even more critical.
Tax preparation may be the perfect time to give the household budget a check-up.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Pundits say a lot of things about the markets. Let's see if you can keep up.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A bucket plan can help you be better prepared for a comfortable retirement.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you have causes that you want to support with donations? Here are three tips.
How do the markets usually react to elections? Was the 2016 election any different?