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Take Control of Your Financial Future

We help our clients address their most pressing financial concerns, from saving for retirement to leaving a lasting legacy, in a comfortable, convenient, and caring way. We are our clients’ personal CFO, life coach, counselor, and friend. When you work with us, you’re part of the family.

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Helpful Content

Working With A Financial Professional

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

5 Smart Investing Principles

5 Smart Investing Principles

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

The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

 

Financial Fixes: From Health Scare to Financial Care

Have you or a loved one ever had a major health scare? One that rocked your world for a few days (and sleepless nights) until you learned it was not as serious as you feared and that life would return to normal with the right care.

Infographic: 8 Tips for Supporting Your Employees During Dif

The recent COVID-19 pandemic has impacted almost every aspect of life and work - and small businesses are no exception.

What to Expect in the Next Four Years

With a new administration, things will change, but no one knows exactly how. Here’s a little insight.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Protecting Those Who Matter Most

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

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

Investment Strategies for Retirement

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

Principles of Preserving Wealth

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

5 Smart Investing Principles

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

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Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

Saving for College 101

Here’s a crash course on saving for college.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

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