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Custom Financial Solutions Tailored To Our Clients Needs

Our view is that every person, family or business owner has a different financial situation, different objectives and different attitudes about risk and reward. Our vision is to help our clients truly understand their situation, identify goals, and to work together with clients to design a plan to help them get there by utilizing a holistic financial planning process.

Whether it is retirement planning, college funding, employee benefits, estate planning, saving for that dream home or all of the above, every situation deserves a solution as unique as the individuals that we serve.

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Helpful Content

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

5 Things That Seasoned Travelers Are Doing (That You're Not)

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

The Anatomy of an Index

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.

 

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Rightsizing for Retirement

What does your home really cost?

Global and International Funds

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

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

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Inflation and Your Portfolio

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

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