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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.

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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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Transparent

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.


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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

Why You Need an Estate Strategy

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

 

U.S. Personal Savings Rate

What can be learned from the savings rate?

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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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.

Principles of Preserving Wealth

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

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

Retirement Plan Distributions

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

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Saving for College 101

Here’s a crash course on saving for college.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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