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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.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
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.
Here's a breakdown of how the federal government spends your tax money.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Ascertaining the value of your business is important for a variety of reasons.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Taking your Social Security benefits at the right time may help maximize your benefit.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
When do you need a will? The answer is easy: Right Now.
Do you know these three personal finance sayings?