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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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Investments

 
 

Retirement

 
 

Comprehensive Financial Planning

 
 

Insurance

 
 

Employee Benefits & Group Retirement Plans

 
 

College Planning

 
 

Business Planning

 
 

Estate

 

Helpful Content

What Is My Current Cash Flow?

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Historical Inflation

Historical Inflation

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

The Average American Budget

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

 

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

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.

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

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Paying Off a Credit Card

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

Saving for Retirement

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

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Principles of Preserving Wealth

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

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.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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