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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Saving for College
This calculator can help you estimate how much you should be saving for college.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Do You Know the Whole Life Story?
Change comes at us from every angle as people update and upgrade everything from their diets to their devices, seemingly every day.
6 Steps to Rewire the Mind-Money Connection
Every new year brings promise, but sometimes this annual ritual can feel more like Groundhog Day. You start the year determined to keep your resolutions, but before too long, you default back to bad habits.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.