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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Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Lesser Known Provisions of the SECURE Act
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Doubling Your Money
This calculator demonstrates the power of compound interest.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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.
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
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.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.