Car Buying Success Stories

Have you ever walked out of a dealership still wondering if you’d gotten the best deal? The questions linger: Could you have gotten another thousand dollars off? Was your trade-in value reasonable? Was that one fee really “required by law”? The questions linger, “What if…” You’re not alone, many of us have been in the same […]

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How do We Invest for Clients?

Today’s investment landscape has so many choices. There are over 10,000 Mutual funds worldwide – more than enough to make your head spin. So how do you make an informed decision? The below three items were taken into account for how we invest for our clients, and believe it or not – our own accounts. […]

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The Technical Details – How We Invest for Clients

In our last article, “How do We Invest for Clients?“, we discussed three key items that we take into account when reducing risk in our clients’ accounts. What are the technical details that accomplish the below? Diversification Asset Allocation Money Managers We work with Russell Investments to address these key issues. Below is how Russell really knocks […]

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12 Negotiating Tips to Buy Your Next Car

What if you could be confident in the price of your next car – confident that you didn’t leave anything on the table and got the best price out there. Below are 12 tips to get a rock bottom price on your next new car. Some are really elementary, while others are a little more […]

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How Did We Save a Client $6,000 on Their New Jeep?

People just love going to the dealership and negotiating for cars! Can you sense the sarcasm in that previous sentence? Negotiating for a car is like going to the dentist – its a necessary yet sometimes unpleasant experience. To ease the stress, we frequently purchase cars for clients and really blow them away with the […]

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Retirement Planning

The first webpage went live in 1991 – today, you can hold all of the internet in the palm of your hand. Cars have been around for 130 years, but today you have electric cars that practically drive themselves. With all of these drastic changes in technology, how are all the questions about retirement still […]

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Family Matters

Marriage, kids and buying a house, we help make that reality picture perfect. When people think of marriage, they think about basic financial aspects like how each spends money and budgets. Most don’t stop to think about all of the financial aspects that affect newlyweds. Does one spouse have a spotty credit history? What about […]

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College Savings

It’s never too early to start financial planning for your child’s future. If you have or are planning on having children, there are 4 main categories people fall into when it comes to college education funding. I need to save a little bit every month for these next years so that my child has college […]

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Business Owners and Business Specifics

Let’s get down to business: Want to save more money pre-tax? Attract and retain great employees? Ensure other companies’ benefit packages don’t poach your workforce? What about healthcare coverage for your group? Is it better than individual coverage? Will it provide more loyalty from your current employees? Are there tax advantages to providing it? Is […]

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