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
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If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
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 estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your capital gains tax.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
How do the markets usually react to elections? Was the 2016 election any different?
Here are five facts about Social Security that might surprise you.