Private Client Advisory, Inc. - Family Wealth Management

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To learn how you can maximize your Social Security or Veterans Aid and Attendance and get your free personal benefits analysis, contact us.

Retirement and Family Wealth Management

Private Client Advisory, Inc. is a single resource for comprehensive, fully integrated wealth management. We help successful families use their wealth to create the life they desire, enhance the lives of the people they care about, and establish a living legacy that represents their passions and values. We offer objective advice and strategies across the broad spectrum of financial services with several key areas of specialization:

Investment Advisory and Asset Management
Legacy and Philanthropic Planning
Alternative Investments including Real Estate Securities
Company Sponsored Retirement Plans

We have an unwavering commitment to help meet the needs of your family and your business. As a client, your best interests are always our first priority and we strive to develop deep and meaningful relationships built on trust and integrity. Our sole purpose is to be a trusted advisor and to allow you the freedom to enjoy life to the fullest. The possibilities are endless so You Dream and We'll Plan!

(Pictured left to right: Blaine Bowers, CFP®, John Sulhoff, CFP®, Don Crider, Corey Letson and Roger Sulhoff)

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Calculators

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Estimate the future value of your current savings.

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Use this calculator to determine whether you qualify for the different types of IRAs.

Cost of Retirement

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

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Newsletters

Rethinking the Role of Household Debt

Many people aspire to pay off their home mortgages before retirement, but the housing situation and a weak economy have taken a toll on the finances of many older Americans. There are some compelling reasons why pre-retirees might want to consider maximizing their retirement plan contributions and avoid carrying large amounts of debt into retirement.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

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Market Watch

May 19, 2012 @ 05:11 PM

Nasdaq Composite	2,778.79	- 34.90
S&P 500	1,295.22	- 9.64
NYSE Composite	7,427.74	- 52.69
OSX Oil Service Sector Index	200.42	- 2.24

[ Markets | Charts | Quotes | Portfolio ]

Securities and advisory services offered through The Strategic Financial Alliance, Inc., Member FINRA, SIPC , a Registered Investment Advisor, which is otherwise unaffiliated with Private Client Advisory, Inc. Supervising ofice (678) 954-4000.

We are licensed to sell Insurance Products in the following states:
Florida, Georgia, Kentucky, Maryland, North Carolina, Ohio, Pennsylvania, South Carolina, Virginia, Washington.

We are registered to sell Securities in the following states:
Arizona, California, Colorado, Florida, Georgia, Montana, North Carolina, New York, Ohio, Pennsylvania, South Carolina, Utah, Virginia.