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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

Caring for Aging Parents

Caring for Aging Parents

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

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

 

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

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.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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.

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.

Social Security Taxes

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

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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

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

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Your Cash Flow Statement

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

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

Protecting Those Who Matter Most

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

An Inside Look at Retirement Living

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

Principles of Preserving Wealth

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

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It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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?”

Ready for Retirement?

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

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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