We believe our commitment to personalized comprehensive financial planning is the key to helping each client pursue their unique financial dreams and goals. As "Your Lifetime Financial Coach," we will guide you through the following 8 Wealth Management Issuessm many individuals face during their lifetime paying particular attention to the tax effect of each decision:
- Investment Management*
- Cash Flow and Debt Management
- Education Planning
- Business Planning
- Retirement Planning
- Family Risk Management Planning
- Legacy Planning
- Special Situations Planning
Our team can assist you in answering the following questions:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
- Am I doing the right things to minimize taxes?
We have helped many people with similar concerns, and we look forward to building a long-term relationship with you.
*These services are offered by Ann Marie Milinazzo through her affiliation with HD Vest Investments Servicessm and HD Vest Advisory Servicessm
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Even if you’re young and single, you should still consider protecting yourself.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
A quick look at how federal income taxes work.
Try these activities to keep your brain sharp.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
What if instead of buying that vacation home, you invested the money?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There are hundreds of ETFs available. Should you invest in them?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.