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We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate planning, our personalized service focuses on your needs, wants, and financial goals and objectives.

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We can help you create a financial roadmap to help guide you today, tomorrow, and into retirement.

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Client Commitment

We strive to educate our clients and help them understand investing, insurance, wealth management, and estate planning.

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A Team Approach

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Helpful Content

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

Money Draining Food Myths

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

 

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

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