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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Return of Premium Life Insurance: Protection and Cash Back
This article provides an overview of the pros and cons of a type of term policy – return of premium life insurance.
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Don’t Let a Disaster Keep the Lights Off Forever
As a small-business owner, do you know the types of coverages that may or may not be included in a standard business owner policy?
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HOT TOPIC: Pandemic Relief Measures and Your Tax Return
This article discusses various tax issues stemming from the two tax relief bills passed in 2020 in response to the pandemic and how they may affect you.
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Consider a Roth Conversion for Tax-Free Income
Lower tax rates and asset values may make now the time to consider a Roth conversion. This article outlines the rules and potential benefits.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Savings Accumulation
Estimate the future value of your current savings.