Plan with a Purpose
Starting with your vision, and your goals, your financial strategy should reflect everything important to you.
Starting with your vision, and your goals, your financial strategy should reflect everything important to you.
We have developed a finely tuned process that will lead you through the six stages of financial planning. This detailed and comprehensive process has received national recognition from the Financial Planning Association (FPA®).The following section details our process.
Three in five small businesses (with fewer than 300 employees) don't have a business succession plan in place. (https://www.nationwide.com/personal/about-us/newsroom/press-release?title=020717-nw-business-succession)
Michael Lopata and his team provide personalized, objective and comprehensive financial advice to business owners, professionals and families. We present alternative solutions in a clear and understandable way so our clients can make informed choices.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
The Inflation Reduction Act of 2022 included provisions intended to lower prescription drug costs for Medicare enrollees and slow drug spending by the federal government.
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
On August 5, 2024, the S&P 500 dropped 3% from its previous close but bounced back quickly. This article explains why investors would be wise to tune out the noise of market volatility.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Determine whether you should consider refinancing your mortgage.
How much can you afford to pay for a car?
Compare the potential future value of tax-deferred investments to that of taxable investments.