William Massarweh
The world has become a very complicated place, and the world of personal finance is no exception.  Gone are the days where answers come easy. Today, nearly every financial issue intersects with estate planning, tax, and real estate questions.  Garden-variety, one-dimensional advice is no longer sufficient to meet people's needs.  Individuals need advice from an advisor able to offer insights on multiple fronts. 
 
Our vision is to provide our clients with Total Contingency Planning. 
 
Total Contingency Planning (a term we have trademarked) is a unique approach to financial investing: it is the process of providing our clients with integrated, tailor-made advice by reviewing their legal, financial, tax, real estate and family issues before making decisions. 
 
Our office can offer Total Contingency Planning because we are in the distinct position of being estate planning attorneys and investment advisor representatives.  Bill is also a real estate broker.  Clients receive well-rounded, thorough solutions and options that address both short and long term goals. 
 
Our ultimate goal is to serve as trusted advisors, and to develop long term relationships with our clients and their families over multiple generations. 
 
We help clients develop the most appropriate solutions to today’s increasingly complex problems. 
 
 
Taking You Where You Want to Go ...
And We Make All The Stops Along The Way!
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Capital Gains Taxes

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

Impact of Inflation

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

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Newsletters

HOT TOPIC: Inflation Slows But Still Poses Long-Term Threat

After a year in which energy prices hit record levels, most consumers will be surprised to learn that the 2008 inflation rate was almost zero. But don't be fooled into thinking that inflation is no longer a threat to your long-term financial outlook.

How Much Is Enough?

When you look at your life insurance coverage as a lump sum, it might seem like a lot of money, but how much is it in relation to your annual income?

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