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As a business owner, you understand the rapid pace of change. The financial industry is just as dynamic - stocks, bonds and money markets shift abruptly and often violently. We provide access to diversified and flexible plans that are designed with your financial goals in mind.
Business Owners
Wondering what to do with the family business? Concerned about estate planning? You need a well-conceived and executed financial plan. We work with you to protect and position your assets not just for today but for a lifetime.
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You have the right to unconflicted advice and recommendations based upon your defined needs and risk tolerance. If you have questions, it is our duty to answer it for you in an understandable way.
We guide our clients to make smart financial choices allowing them freedom to focus on what gives them meaning and purpose.
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
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Helpful Content
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Emerging Market Opportunities
What are your options for investing in emerging markets?
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?