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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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Find out how much your business is worth with this simple questionaire.
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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
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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
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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.