Building Trust
As an independent firm, we are dedicated to offering sound advice, objective guidance, and building trusted relationships based on our clients’ unique needs and circumstances.
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Passion
We are passionate about helping our clients pursue their goals. By working closely with them, we strive to help them feel confident with their investments and progress.
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5 Step Approach
Through a holistic five-step investment process, we are committed to creating customized strategies that address a client's whole financial picture.
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Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
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?
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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.
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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?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Saving for College 101
Here’s a crash course on saving for college.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.