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We believe that our relationship with our clients is the most important aspect of financial planning. Since 1987, we have been providing ‘down to earth’ advice based on your situation. We really do believe Your Future Matters.
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Our Services:
We strive to help you meet your retirement goals, protect your family and preserve your assets by creating your personalized written financial plan to keep you on your right track.
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You can count on us to be your ‘Boutique Shop’ to get it all done for you. Being a CFP®, a Registered Investment Advisor and Insurance Licensed, we have all you need to plan your success.
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How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Saving for College 101
Here’s a crash course on saving for college.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
How Income Taxes Work
A quick look at how federal income taxes work.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.