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Good financial planning takes more than actual time - it takes direction 

Team Effort

We strongly believe in teamwork when it comes to providing clients with service and recommendations. Applying a team approach to our business allows us to individually specialize in different products and services within our industry. This brings, to our clients, higher confidence in our recommendations and the ability to work with a personal “financial staff.”

Flexibility

We sell products and services from many companies and are always willing to present and explain multiple options. This means that our recommendations are not hindered or influenced by inventory or contract quotas.

Experience

Our management team includes over 25 years of formal and professional education, professional accomplishments and successful careers in the financial services industry. Our clients can be assured that they are working with a group of committed individuals who have been able to stand the test of time in a highly industry.

Technology

We use state-of-the-art technology combined with a variety of sources to stay informed about the constant changes in the economy and financial markets. This means that we are always ready and prepared to update our clients with timely market and economic information. 

Needs Analysis

We do our best to determine the individual objectives and needs of our clients. It is our desire to provide our clients with the advice and products that apply to their personalized situations and risk tolerances. Our clients know that we can and will provide them only with choices that apply to their needs.

Click here to learn more about our Retirement Services

 

Helpful Content

Making Your Tax Bracket Work

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

Best Performing Asset Classes

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

 

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Are Women and Financial Strategies a Mismatch?

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Critical Estate Documents

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

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Can I Refinance My Mortgage?

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

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

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

5 Smart Investing Strategies

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

5 Smart Investing Principles

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

Tax Management Strategies

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

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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, and those we love may suffer if we are not prepared.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Should You Invest in Exchange Traded Funds?

There are nearly 1,200 ETFs available. Should you invest in them?

Global and International Funds

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

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

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