BIG IDEAS: 2020 EVENT
Please join us for a relaxing evening at Richmond's oldest winery, James River Cellars. There you will be able to partake in some complimentary wine tasting. We will have food and non-alcoholic drinks for everyone also.
Spence Baxter is a partner with Johnson Gasink & Baxter and will present valuable information on protecting your estate through proper planning.
Matt Murphy is a national speaker and will be presenting BIG IDEAS: 2020. He will look at some of the latest technologies and innovations and where to invest to take advantage of the upcoming trends for 2020 and beyond.
Please RSVP to either Steve Hamant or Michael Muldowney at (804 ) 270-0703
Understanding Today’s Financial Environment
Welcome, we are a financial services firm in Glen Allen, Virginia. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals all have over 20 years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call Steve, Tim or Mike at (804) 270-0703.
Helpful Content
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
What To Do When Your Income Reaches 7 Figures
Preserve your hIgh net worth with these foundational tips.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
View all articles 
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
View all calculators
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
View all presentations
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.