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One of the things that makes us more effective as financial advisors is our tailored, not off-the-rack solutions.

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We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

Helpful Content

Financial Aid for Students 101

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

 

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Retirement Traps to Avoid

Beware of these traps that could upend your retirement.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

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A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Investment Strategies for Retirement

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

An Inside Look at Retirement Living

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

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

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.

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Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Emerging Market Opportunities

What are your options for investing in emerging markets?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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