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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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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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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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What Can You Buy With 529 Distributions?
This article can be a helpful guide when beginning to prepare for education expenses.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Introducing the 530A Accounts
An article explaining 530A Accounts.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Teaching Kids About Money Early: Financial Habits That Stick
Everyday conversations and simple habits can help kids build lasting financial skills from an early age.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
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The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.