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Service above self drives our organization as we partner with you to pursue your financial goals.

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Consultative Planning
Including Financial Blind Spots

 
 

Customized
Investment Management

 
 

Risk Management 
Asset Protection and Insurance

 
 

Business Succession Planning

 
 

Charitable and
Philanthropic Giving

 
 

Tax Planning Strategy
Discussion

 
 

Income Distribution
in Retirement

 
 

Wealth Building
and Retirement Plan Construction

 
 

Financial Considerations for Special Needs
Planning and Guardianship/Conservatorship

 
 

Children and Education Planning
(Including budget and investment education)

 
 

Consulting and Speaking

 
 

Estate, Multi-Generation
and Legacy Planning

 

Helpful Content

Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

What to Look for in a Long-Term Care Policy

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

 

Revising Estate Strategy Assumptions

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

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

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Tax Freedom Day

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

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Long-Term-Care Needs

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

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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Principles of Preserving Wealth

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

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

Long-Term-Care Protection Strategies

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

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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