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Trusted

One of our primary goals is to develop a long-term, trusting relationship with you. We look to accomplish this goal by placing great importance on your questions and concerns. Your agenda is our agenda.

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Independent

We aren't tied to products or services from a single company or family of companies but are free find those products and services that may be most appropriate for our clients.

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Practical

We understand today’s financial environment. We understand that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.

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Advisor Accessibility

You can access your account information anytime, day or night. We encourage you to contact us when you have questions about your portfolio.

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How the Federal Reserve Works

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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.

Password Protection Strategies

Password Protection Strategies

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Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Can Group, Private Disability Policies Work Together?

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Here are 4 great, and sometimes unexpected, places to raise a family.

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Four vacation destinations you might never have thought of.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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This questionnaire will help determine your tolerance for investment risk.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Principles of Preserving Wealth

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

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Principles

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

Investment Strategies for Retirement

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Ready for Retirement?

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

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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