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YOUR FINANCIAL FUTURE

Our first priority is your lifelong financial success.  Our comprehensive approach to financial health means that not only do we see you through the daily ups and downs of the market, we're here for all of life's large adjustments. An addition or loss in the family, the beginning or end of a marriage, saving for college, and retirement are all financial events which can be difficult to navigate alone. We work to build life-long relationships and actively encourage open and honest communication. Treating each client's portfolio, budget, and goals with specialized care is the active result of our values, and the source of our success.

Meeting with us is always free of any charge or obligation. Sometimes our clients will stop by the office just to check in or chat!

Wherever you are in your financial journey, we're always happy to sit down with you. Contact us through our website, phone, or email and we will set up an appointment at your earliest convenience.

Services

We create strategies tailored to your goals.

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Independence

Without any conflicts of interest we put your needs first.

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Trust

We enjoy building trusted relationships that span generations.

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Helpful Content

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

How Retirement Spending Changes With Time

How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

 

Getting a Head Start on College Savings

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

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Saving for College

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

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Investment Strategies for Retirement

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

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.

Protecting Those Who Matter Most

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

5 Smart Investing Principles

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Should I Invest in Gold?

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

Should You Tap Retirement Savings to Fund College?

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

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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