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Make a New Year's Resolution to get your financial "stuff" organized in 2010!
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Client Alert!
Planning for Roth IRA Conversion Opportunities in 2010
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A ROTH Conversion may not be suitable for all investors, and may carry serious tax implications.

Please contact a tax professional in your state concerning your specific situation. 

Important Notice
Life Insurance Rates Appear to be on the Rise!
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Welcome and thank you for visiting.

At Dynasty Advisors our mission is to help you achieve financial independence. As professional independent financial advisors, we focus objectively on your financial goals and issues. Whether you have needs as an individual, business or institution, our unique processes, independence and experience allows us to act as true advisors and client advocates. We take great pride in developing long lasting relationships with our clients by providing professional, unbiased advice backed by excellent client service.

Our knowledgeable professionals use their industry-focused experience and strategic alliances to help you with your personal and business financial objectives and issues while providing a superb client experience in the following key areas:

  • Financial Planning
  • Wealth Management
  • Health Insurance and Employee Benefits
  • Insurance and Risk Management for Individuals and Businesses
  • Retirement Plans and Executive Compensation
  • Mortgages and Debt Management

Click here for "The Dynasty Difference" brochure

 
Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Car Affordability

How much can you afford to pay for a car?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

More Calculators →

Newsletters

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

Pursuing Both Growth and Value

Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.

HOT TOPIC: Social Security and Medicare in Crosshairs

An entitlement crisis has been looming on the horizon for several years. Unfortunately, according to the latest reports from the trustees of the Social Security and Medicare trust funds, a spike in unemployment has helped to hasten the arrival of these programs’ insolvency.

Still Time for Stimulus Benefits

The American Recovery and Reinvestment Act of 2009 offers some short-term tax benefits designed to encourage consumer activity and boost particular sectors of the economy.

More Newsletters →