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
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
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Doubling Your Money
This calculator demonstrates the power of compound interest.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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.
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.
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The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?