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.
Learn MoreUnderstanding 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
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
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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.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.