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TEAMWORK

We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.

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WHAT WE DO

We offer a comprehensive range of financial solutions for individuals, families, and businesses.

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EDUCATION

We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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The Power of Independence

Many of the most successful investment professionals have come to realize the value of independence — both for themselves and their clients — and want to provide objective and independent advice.

Cottrill Arbutina Wealth Management Group employs a team-based, objective approach to service our clientele. Independence at Cottrill Arbutina Wealth Management Group allows our clients the freedom of product choice, quality service, and superior technological capabilities.

Helpful Content

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Insuring Your Second Home

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

 

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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