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
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.