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Build a Stronger Financial Future

We are a comprehensive financial planning firm helping individuals and families build stronger financial futures. We believe that investments are just one piece of the puzzle and our team is dedicated to helping you with every aspect of your financial life, whether you are preparing for retirement or saving for your first house.

We can help you clarify your options and show you what your hard-earned wealth represents: choices, comfort, and freedom. Our goal is to remove your anxiety about the future and give you the reassurance of having a roadmap to your ideal life.

Take a look at our helpful retirement video below:

Helpful Content

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Retiring the 4% Rule

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.


Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

Tips to Prevent the #1 Cause of Marital Rift

Couples may be able to head off many of the problems in a marriage that money can cause.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Federal Income Tax

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

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Investment Strategies for Retirement

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Sit, Stay, Rollover: A Guide to IRA Rollovers

If you have a 401(k) with a former employer, you may want to consider an IRA rollover.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

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