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Helping You Prepare For Your Future

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A Plan Designed for You Understanding Your Goals Our Team Approach Client Education and Empowerment

Helping Individuals

We can help take some of the mystery out of preparing for your financial future.

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Life Planning

Creating the right financial plans and investment strategies for you and your family.

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Retirement Planning

We can help you identify your retirement goals and work with you to achieve your ideal retirement.

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Understanding Today's Financial Environment

Creating a comprehensive financial plan and investment strategy for you begins with understanding who you are and what is important to you. We begin client relationships with a discovery meeting, so we can truly get to know you, your values, and your financial dreams. After helping you identify your goals, we will create and implement your customized plan. We provide ongoing management and oversight of your investments, along with communication to keep you well-informed. We welcome the opportunity to assist you in pursuing your goals and dreams.

Helpful Content

Should You Invest in Exchange Traded Funds?

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Estimating Your Estate Taxes

Estimating Your Estate Taxes

Estate tax laws have changed a few times in recent years. Do you know the new rules?

Social Security: The Elephant in the Room

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.

 

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Can I Refinance My Mortgage?

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

A Look at Systematic Withdrawals

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

Social Security Taxes

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

Tax Freedom Day

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

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Your Cash Flow Statement

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

5 Smart Investing Principles

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

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.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

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

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Exit Strategies of the Rich and Famous

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

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

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