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We help individuals, families, and businesses focus on protection and long-term wealth strategies leveraging the power of earned income in the early years.
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An array of calculators to help in your retirement planning.
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How well is your financial castle constructed? Is your financial strategy integrated and coordinated to meet your life’s dreams? Whatever your dream, college funding, a secure retirement or the freedom to live life to its fullest, we have the expertise to help you address your financial needs and goals.
We utilize a “team approach” to help you address your financial needs and goals. We work closely in a networked group of professionals. Our clients often have their existing professional team, such as an attorney, accountant, banker, insurance agents, and others who advise them from time to time. Whether coordinating with their team or a team of professionals with whom we have worked closely through the years, we seek to create strategies that are designed to help ensure our client’s present and future well-being. Contact us today!
Contact UsHelpful Content
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
The Best Apps in Travel
Technology tips to make your next trip even better.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Saving for College 101
Here’s a crash course on saving for college.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.