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 MoreDownload Business Succession Planning Brochure
Helpful Content
Three Key Questions to Answer Before Taking Social Security
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A Taxing Story: Capital Gains and Losses
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What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
A Taxing Story: Capital Gains and Losses
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Is a SEP-IRA Right for Your Business?
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Don’t Be Your Own Worst Enemy
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.