Client Focused. Period.
It's not just about your money, it's about your life. We understand how complex your life and financial situation can be, and we are here to help. Whether you are nearing retirement, in retirement, had a life altering event or just need a financial plan, we provide you with the information to make suitable decisions for your financial future.
Today's economic environment presents many challenges, but along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. Financial independence is our first priority. We identify your dreams and goals along with understanding your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our core values. We offer educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance.
Newsletters
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The Cost of Family Caregiving
A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.
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Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
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Investing in UITs
A Unit Investment Trust is structured differently than a mutual fund or ETF. Could its unique features help you ladder your investments?
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SECURE Act Changes That Matter to Small Employers
The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Savings Accumulation
Estimate the future value of your current savings.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.