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.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
The item most homeowners forget on their home improvement project checklist is insurance.
Is your estate in order? This short quiz may help you assess your overall strategy.
Being healthy not only makes you feel good, it may also help you financially.
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.
Estimate how much you have the potential to earn during your working years.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Pundits say a lot of things about the markets. Let's see if you can keep up.
If you died, what would happen to your email archives, social profiles and online accounts?
An amusing and whimsical look at behavioral finance best practices for investors.
Peer-to-peer payment apps are one of the newest ways to send money.
Doing your research is key before buying a vacation home.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.