Your Financial Future
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—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Investment services are offered by Gary T. Mott through his affiliation with Avantax
Helpful Content
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Preserve, Grow, and Give: Year-End Wealth Planning
Help preserve, grow, and pass on your wealth and legacy to future generations through smart year-end planning strategies.
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Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
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How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.