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Understanding Today’s Financial Environment

We understand that individuals face unique challenges as they prepare for retirement. 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 team of professionals have many decades of experience in comprehensive wealth management. 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.

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Our independence lends us the freedom to offer a wide array of services tailored to your unique needs. From building your first portfolio to preparing for retirement, we’re here to serve you for the long-term.

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Helpful Content

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Inventorying Your Possessions

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

 

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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.

Saving for College

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

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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5 Smart Investing Principles

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

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

An Inside Look at Retirement Living

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

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.

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Should You Tap Retirement Savings to Fund College?

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

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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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