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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

Events on Wall Street

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Social Media: #NewestBusinessLiabilityRisk

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

 

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Medicare Advantage 101

Overview of Medicare Advantage, what’s in them, special rules, and more.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Comparing Investments

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

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Social Security Taxes

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

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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.

Principles of Preserving Wealth

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

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

Making Your Tax Bracket Work

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

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

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