Integrity.
Our founders are committed to the highest levels of professional courtesy, accuracy and ethics. Our team cares deeply about the well-being of you and your loved ones, which we demonstrate through our personalized service, effective collaboration, continuing education and diligent market research.
Experience.
With over 50 years of combined financial industry experience, we are well equipped to address all aspects of your unique situation and to seek the most appropriate strategies for treating your overall financial picture. Our extensive experience in investments, retirement planning and business strategies enables us to develop a holistic game plan that helps you pursue your vision of success.
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Our relationship with you is based on mutual trust and respect. As this relationship grows, we maintain strong communication through timely market and financial updates, annual portfolio reviews and ongoing personal contact.
Contact UsHelpful Content
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
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A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.