What Makes Us Different?
As a Wealth Management Advisor and personal financial strategist, I have been using a (w)holistic macroeconomic process to help people make efficient financial decisions since 1997.
With our Protection First philosophy (which includes a thorough evaluation of existing and potential financial risks), we help families and business owners achieve Financial Balance through the strategic integration of their insurance programs with their assets and investments - with the goal of enhancing retirement cash flow (and overall confidence), while maintaining a legacy for the people and causes they care about.
If you would like to learn more about what we do, or see how we may be able to work together to realize your financial dreams, please use the 'Have a Question' feature on this page, send us an email, or give us a call - we look forward to seeing how we can help!
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Thank you for visiting.
Ross B. Feldman, CFP®, CLU®, ChFC®, AEP®, RICP®, CASL®, CLTC
Wealth Management Advisor
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
When Couples Know TV Over Finances
Bonding with your significant other over TV plots is fun but when you know more about them than your money picture.....
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
What does the Tax Reform and Jobs Act mean for you?
Do your insurance needs stay the same when the nest empties?
Protect yourself against the damage that your homeowners policy doesn’t cover.
What can be learned from the savings rate?
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
What does your home really cost?
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.
There are three things to consider before dipping into retirement savings to pay for college.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Investors seeking world investments can choose between global and international funds. What's the difference?
How do the markets usually react to elections? Was the 2016 election any different?