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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

A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Why You Need an Estate Strategy

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

 

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

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

Your Cash Flow Statement

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

Retirement Plan Distributions

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

Investment Strategies for Retirement

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Real Cost of a Vacation Home

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

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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