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
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Rightsizing for Retirement
What does your home really cost?
As our nation ages, many Americans are turning their attention to caring for aging parents.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
A quick look at how federal income taxes work.
Tips on insuring your teen driver.
Four vacation destinations you might never have thought of.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess whether you are running “in the black” or “in the red” each month.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn how to harness the power of compound interest for your investments.
You’ve made investments your whole life. Work with us to help make the most of them.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
All about how missing the best market days (or the worst!) might affect your portfolio.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
That big list of dreams and goals isn't the only way to look at your bucket list.