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.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Here are some simple and inexpensive energy-saving tips that may help you save money.
What can be learned from the savings rate?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Here are 5 reason why you may consider working through retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
All about how missing the best market days (or the worst!) might affect your portfolio.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Make your retirement as exciting as your next vacation.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
What if instead of buying that vacation home, you invested the money?