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Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards.  We can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

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Client Centered

Without any conflicts of interest we put your needs first.

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Helpful Content

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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.

Social Security: Five Facts You Need to Know

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

 

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Caring for Aging Parents

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

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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Investment Strategies for Retirement

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

An Inside Look at Retirement Living

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

Managing Your Lifestyle

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

Your Cash Flow Statement

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

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.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

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