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Bringing clarity to even your most complex financial challenges

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well-being.

We take the time to educate you on your financial situation and the opportunities available to you. We help bring clarity to even your most complex financial challenges in these and other areas:

Financial Planning

Goal Planning

Cash-flow and income analysis

Financial organization and oversight

Multi-generational planning

Tax minimization strategies

Emergency funding

HFA Wealth Management

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Education Planning

529 College Savings Plans

Coverdell Savings Accounts

Custodial Accounts

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Retirement & Investment Planning

Pension income decisions

Traditional and Roth IRAs

Pre-retirement savings planning

Social Security and Medicare planning

Tax-sensitive investments

Monitor account distributions

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Insurance Planning

Asset-protection strategies

Life insurance analysis and review

Disability insurance analysis and review

Long-term care insurance

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Estate & Legacy Planning

Estate planning document(s) review

Wealth transfer strategies

Beneficiary review

Trust management services*

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*LPL Financial representatives offer access to trust services through the Private Trust Company N.A., an affiliate of LPL Financial.
Asset allocation does not ensure a profit or protect against a loss.

Educational Insights

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.
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Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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If you would like to speak with one of our advisors regarding your specific
situation and areas of interest, please contact us. We could then determine
whether our services may be suitable for you. | 410.769.8262