Investments and Retirement Planning
At IAS, a comprehensive financial services firm, we've been committed to helping families and business owners improve their long-term financial success since 1989. Our Retirement Income Confidence Process and Portfolio Management Strategies can help you to maximize income and protect cash flow during both the accumulation and distribution phases of your plan.
Estate and Legacy Transfer Planning
Our firm uses a consultative approach focused on growing, protecting and preserving our clients' legacies while implementing strategies to ensure that their desires are fully met. Our goal, acting as financial quarterback, is to provide families with the peace of mind they deserve.
Business Succession Planning
The business is usually the owner's largest asset and the source that greatly impacts the client's retirement and estate plans. Through our professional experience, we guide the business owner through a defined process to determine how to protect, grow and transfer or exit the company in order to realize the full value of the business while meeting the owner's overall objectives.Learn More
Download Business Succession Planning Brochure
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Here are six flags that may make your tax return prime for an IRS audit.
There are four very good reasons to start investing. Do you know what they are?
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
A quick look at how federal income taxes work.
This calculator can help you estimate how much you should be saving for college.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
It's easy to let investments accumulate like old receipts in a junk drawer.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.