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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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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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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You can access your account information anytime, day or night. We encourage you to contact us when you have questions about your portfolio.
Read MoreHelpful Content
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.