Broker Check
Forecast Retirement Redefined Acres of Diamonds Investments

Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Ethos Wealth Group, we have a commitment to excellence in everything we do.

We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.

We Are Fiduciaries 

The SEC has taken the position that investment advisor representatives, unlike registered representatives, have a fiduciary relationship with their customers, which implies a higher standard of care than what is required of registered representatives.  The implication for investment advisor representatives is that if their advice does not meet a fiduciary standard of care, they are vulnerable to litigation.  When an investment advisor representative gives investment advice or makes investment decisions on behalf of a customer, the advisor is held to a higher standard that is based not only on caution but also on expertise, and their commitment to a prudent investment process.


Helpful Content

What Is an Annuity?

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

 

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

Social Security: Two Benefit Strategies Eliminated

Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

View all articles arrow

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

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

Protecting Those Who Matter Most

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

View all presentations arrow

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

View all videos arrow