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We specialize in working with you to plan, protect, and invest in your financial success. We offer the following:
- Financial & Retirement Planning
- Money Management During Retirement
- Estate Planning
- Educational Plans
- High Dollar Deferrals
- Legacy Planning and Insurance Needs
- Life, Long Term Care, and Medicare Supplement Insurance
By keeping our clients' objectives in focus, staying in contact with them throughout all market conditions, and making investment adjustments as economic or lifestyle conditions warrant, we maintain a constant commitment to putting service first.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
It's important to understand how inflation is reported and how it can affect investments.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
It may help your business be better prepared in the event of the death of a principal or key employee.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
This calculator will help determine whether you should invest funds or pay down debt.
This questionnaire will help determine your tolerance for investment risk.
This calculator demonstrates the power of compound interest.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Have you found yourself suddenly single? Here are 3 steps to take right now.
There are three things to consider before dipping into retirement savings to pay for college.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
How do the markets usually react to elections? Was the 2016 election any different?