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Imagine Dream Plan Live

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

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

A Home Insurance Claim: To File Or Not To File

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.

 

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Raising Healthy Children

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

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Saving for Retirement

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

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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5 Smart Investing Strategies

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

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

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.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Investments

You’ve made investments your whole life. Work with us to help make the most of them.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Is Tax Reform on the Agenda?

There’s been a lot of talk about Tax Reform. What might it look like?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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