Matt MacWilliams, Investment Advisor Representative

 

Are you Racing Towards Retirement?  Do the years just seem to fly by?  We can help you  accumulate and manage the wealth you need for retirement while managing risk along the way.

 

As a financial planning firm, we work with business owners and individuals on a wide range of issues. Retirement planning, investment management, business life insurance, executive benefits, exit/sale strategies, and estate planning are just a few examples.

 

With over 60 years combined experience, we are uniquely qualified to help you plan for retirement. We invite you to come by our offices to meet Matt MacWilliams, Investment Advisor Representative, Don Ames, CLU ChFC, CEPA, Matt Weinheimer, CFP® and the rest of the staff. We would like the opportunity to learn more about you, and share some ideas about how we can help you build wealth and protect your assets.

 

Mission Statement

To build long-term relationships with business owners and individuals by creating successful financial strategies, and leveraging our relationships in the community as a continuous resource for our clients.

Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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Newsletters

Home Equanimity

The contraction of the housing market has caused many people to take a second look at the way they view their homes.

Protection for a Price

Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.

Love and Marriage and Retirement

More than 80% of married couples 45 to 72 say they don't agree on when they should retire, what their retirement lifestyle should look like, or whether they will work in retirement.

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

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