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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

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.


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.

Insurance Needs Assessment:When You're Married With Children

When you’re married and have children, insurance needs will be different.

Creative Ways to Motivate Your Employees

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

What Is an Annuity?

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

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Comparing Investments

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

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

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

Principles of Preserving Wealth

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

Your Cash Flow Statement

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

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

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