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EXPERIENCE THE DIFFERENCE

 

The resources of a large firm, with the personal attention of a small practice.

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WEALTH MANAGEMENT

A Integrated team of experienced, credentialed, CPAS and Attorneys-, All working
together for your overall life plan.

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FINANCIAL PLANNING

No speculation or guessing. Decisions are made on extensive research and
analysis for college, retirement, estate, Social Security, asset allocation and
insurance needs analysis.

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INVESTMENTS

We offer access to broad non-proprietary investment platforms, providing choice
and objectivity in addressing the simplest to the most complex investment needs.

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IT MAY BE TIME FOR A FINANCIAL CHECKUP

 

It’s never a bad time to speak with your financial professional about changes in
your situation.

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FORECAST

 

This short video helps explain why markets can be as unpredictable as the
weather.

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INVESTMENTS

 
 


RETIREMENT

 
 


ESTATE

 
 


INSURANCE

 
 


TAXES

 
 


COLLEGE PLANNING

 
 


BUSINESS PLANNING

 
 


MONEY MANAGEMENT

 



HELPFUL CONTENT


A BRIEF GUIDE TO CONDO INSURANCE

Important items to consider when purchasing condo insurance.


RETIRING THE 4% RULE

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


MORTGAGES IN RETIREMENT

Explore the benefits and drawbacks to paying off your mortgage prior to
retirement with this article.

 
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RETIREMENT SEEN THROUGH YOUR EYES

What's your vision of retirement?

MUTUAL FUNDS VS. ETFS

Exchange-traded funds have some things in common with mutual funds, but there
are differences, too.

BUYING A VACATION HOME? 5 QUESTIONS TO CONSIDER FIRST

You may be considering purchasing a vacation property, this can be an exciting
milestone, but there are a few things to consider first.

UNDERSTANDING THE BASICS OF MEDIGAP POLICIES

Important as it is, Medicare does not cover the full range of health-care
expenses you may experience in your golden years.

ARE YOU READY FOR YOUR PORTFOLIO TO MAKE A DIFFERENCE?

Learn about the rise of Impact Investing and how it may benefit you.

WAYS TO SUPPLEMENT YOUR MEDICARE COVERAGE

There are numerous ways to supplement your Medicare insurance coverage. This
article helps you explore your options.

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WHAT IS MY CURRENT CASH FLOW?

Assess whether you are running “in the black” or “in the red” each month.

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.

LIFETIME OF EARNINGS

Estimate how much you have the potential to earn during your working years.

CAN I REFINANCE MY MORTGAGE?

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

ESTIMATE YOUR RMD

Help determine the required minimum distribution from an IRA or other qualified
retirement plan.

ROTH 401(K) VS. TRADITIONAL 401(K)

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

VIEW ALL CALCULATORS

STAY SAFE WITH A B.O.P. AT YOUR BACK

Learn about the advantages of Business Owner Policies with this highly
educational and fun animated video.

WORKING WITH A FINANCIAL PROFESSIONAL

A financial professional is an invaluable resource to help you untangle the
complexities of whatever life throws at you.

CHOOSING A MORTGAGE

Selecting a mortgage isn't an easy process. Get a better understanding of how
professionals make the right decisions.

CONSIDER THESE 3 THINGS BEFORE DRIVING OFF THE LOT

There are a few things to consider when buying or leasing your next vehicle.

FROM BOATS TO BROKERS

From the Dutch East India Company to Wall Street, the stock market has a long
and storied history.

16 WALL STREET CLICHES IN 60 SECONDS

Pundits say a lot of things about the markets. Let's see if you can keep up.

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HAVE A QUESTION?

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GET FINANCIAL NEWS & UPDATES DELIVERED TO YOUR INBOX

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The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
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