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
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Five phases to changing unhealthy behaviors.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
It sounds simple, but paying yourself first can really pay off.
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Even if you’re young and single, you should still consider protecting yourself.
A windfall from a loved one can be both rewarding and complicated.
Learn about the rise of Impact Investing and how it may benefit you.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learn how to harness the power of compound interest for your investments.
Learn about what risk tolerance really means in this helpful and insightful video.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Check out this video to begin separating fact from fiction.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.