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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

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

 

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

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.

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Long-Term-Care Needs

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

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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.

Principles of Preserving Wealth

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

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.

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Saving for College 101

Here’s a crash course on saving for college.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Retiring the 4% Rule

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

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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