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Our
Mission

As independent financial consultants, we work with you as your financial partner, advocate and guide on your path to financial well-being. We are dedicated to serving your best interests, listening carefully to understand your unique needs and offering our many years of experience to present you with objective advice and personalized strategies.

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Education
Timely Information

Count on our knowledge, experience and dedication to provide you with thoughtful financial insights, honest communication, long-term planning and personal service—the elements we consider essential for building lasting relationships.

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Guidance
and Direction

We are advocates of comprehensive life planning, an approach that takes a holistic look at what you truly value. Together, we will discover your goals and needs, then develop a plan to help you pursue critical milestones throughout your financial life.

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Helpful Content

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Succeeding at Business Succession

Succeeding at Business Succession

There a number of reasons for business owners to consider a business succession plan sooner rather than later.

 

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

A Look at Diversification

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

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Principles of Preserving Wealth

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

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

Retirement Plan Distributions

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

Tax Management Strategies

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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