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Over time, many of us have purchased various financial products and services. We can help figure out what works for you.
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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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View a consolidated report of your assets.
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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
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Building Your Legacy
A four-step framework for building a personal legacy.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Why Regular Rebalancing Makes Sense
Without your knowing, your investment portfolio could be off-kilter.
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How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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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.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.