We believe that managing your portfolio is only half of the strategy in working towards your financial goals. Combining comprehensive financial planning by a CERTIFIED FINANCIAL PLANNERTM Practitioner with portfolio management is the Whole Strategy.
Working alongside your CPA and estate attorney, we bring together comprehensive financial planning AND portfolio management to identify and define your financial goals and then align your portfolio to work towards achieving them.
Whether it's planning for retirement, building your estate plan, making gifts to your favorite charities or buying a second home, planning AND managing are essential. That's Our Difference....We Do Both
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.