How can we help you today?
- Financial Planning and Investment Advice
- Retirement Income Distribution
- Life Insurance
- Group Health Insurance
- Retirement Plans
- Non-Profit Services
- Create a Legacy
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement, looking to better understand certain investment ideas, or seeking to improve your company's group benefit and retirement plans —we can help you address your most pressing questions.
We are Dynasty Advisors, your resource for independent and objective financial advice, products and services.
Helpful Content
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
2012 Federal Income Tax
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
9 Facts About Social Security
There are things about Social Security that might surprise you.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
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.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Capital Gains Tax Estimator
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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, and those we love may suffer if we are not prepared.
Rightsizing for Retirement
What does your home really cost?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Your Personal Recovery
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The U.S. Credit Downgrade
This video may help put the Standard & Poor's downgrade of the U.S. government's credit rating in perspective.