Helping you navigate your financial future
Regardless of how you arrived at your current level of success, one thing is certain - you couldn't have done it without a vision and a strategy.
As a financial advisor to successful business owners, executives and high net worth individuals, Hepburn Financial Advisors helps its clients navigate the financial hazards and find favorable winds for smooth, confident sailing to their financial destination.
Doesn't it make sense to have a seasoned professional aboard for your voyage?
Doug Hepburn, CPA/PFS, CFP®, MS Taxation
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Do you have an estate strategy? You should.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
What does the Tax Reform and Jobs Act mean for you?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Technology tips to make your next trip even better.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Here are five facts about Social Security that might surprise you.
Agent Jane Bond is on the case, cracking the code on bonds.
All about how missing the best market days (or the worst!) might affect your portfolio.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
It's easy to let investments accumulate like old receipts in a junk drawer.