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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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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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Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.