Retirement Plans
Wealth Management
Fiduciary
Insurance Strategies
Mission Statement
Our goal is to be an indispensable adviser, by treating each client relationship with the integrity and honesty people want and the hard work people deserve. Our solutions often go beyond basic guidance, involving the use of our knowledge to develop creative, even innovative, solutions customized to the client’s goals, needs, timelines, and objectives.
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Helpful Content
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The Best Apps in Travel
Technology tips to make your next trip even better.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
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.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.