Client Care
We cater to the needs of our clients by putting their interests before our own and establishing a personal relationship with them.
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Holistic Approach
Our goal is to help clients accumulate and preserve wealth efficiently. Through a holistic process, we seek to address their needs now and in the future.
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Comprehensive
We offer comprehensive financial planning to help clients pursue their vision of a successful retirement and leave a legacy to their loved ones.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
5 Benefits of Working in Retirement
Here are 5 reason why you may consider working through retirement.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
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How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement 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.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.