Illuminating the Way
At the Private Client Group, we are the light on the path to financial wellness for our clients. Whether you're developing life plans or planning for business succession, we take the mystery out of preparing for today and the future. You can count on us to be your partner, sharing knowledge on financial concepts, interpreting the market outlook, and creating a plan to help you pursue your goals.
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Helpful Content
Saving for College
This calculator can help you estimate how much you should be saving for college.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
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.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.