Your Trusted Advisor
Our mission is to help you pursue your financial goals by providing you high quality financial advice and services. We utilize our 30 plus years of experience to help individuals, families and business owners plan for their financial needs. The professionals at Endeavor Wealth Management will help you plan for retirement, manage your income, and construct investment strategies to help you pursue the goals most important to you. We use a variety of investment vehicles including fee-based managed accounts, mutual funds, ETFs, annuities, insurance and bond portfolios to help you work towards your goals to grow and distribute your wealth so you can live and enjoy the confidence of not having to worry about your financial life.
Everything we do is with special attention to risk management. Preserving what you have is paramount.Learn More
Even in retirement you need growth. Our tactical investment models are designed with growth objectives to help pursue your long-term goals.Learn More
We assist you with the financial aspects of your life to provide you the resources and time to enjoy what matters most to you.Learn More
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Read this overview to learn how financial advisors are compensated.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Couples may be able to head off many of the problems in a marriage that money can cause.
Tax preparation may be the perfect time to give the household budget a check-up.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator demonstrates the power of compound interest.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Pundits say a lot of things about the markets. Let's see if you can keep up.
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.
Even low inflation rates can pose a threat to investment returns.
There are hundreds of ETFs available. Should you invest in them?