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Your Partner for Life's Financial Journey

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate planning, our personalized service focuses on your needs, wants, and financial goals and objectives.

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Comprehensive Care

We can help you create a financial roadmap to help guide you today, tomorrow, and into retirement.

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Client Commitment

We strive to educate our clients and help them understand investing, insurance, wealth management, and estate planning.

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A Team Approach

Working together, we are able to offer our clients a higher level of financial advice, service, and communication.

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Helpful Content

Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.

 

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

The Best Apps in Travel

Technology tips to make your next trip even better.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

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

Managing Your Lifestyle

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

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The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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