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Connecting Financial Services with Your Other Financial Prof A Financial Roadmap to Retirement Pursuing Financial Independence Complicated Concepts, Simplified

Serving Individuals

Preparing for retirement isn’t easy. We seek to simplify the process and help individuals and families develop customized strategies that are tailored to their unique situation and goals.

Business Planning

Offering access to a comprehensive suite of financial planning and investment services, we strive to help business owners reduce taxable income and implement an appropriate retirement plan.

A Holistic Approach

In developing strategies, our goal is to help clients better understand their investment opportunities so they may make educated decisions and feel confident in their financial future.

Products & Services

Planning & Advisory Services

Create a lasting legacy. It is important to coordinate all aspects of your finances to help accomplish your highest purpose.

Investments

Invest in what matters. We believe there is wisdom in systematically saving over a period of time using a principled investment strategy.

Insurance

Protect what’s important. We believe that purchasing appropriate insurance doesn’t demonstrate a lack of faith but rather prudent planning.

Helpful Content

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Your Shifting Risk Tolerance

Your Shifting Risk Tolerance

Time and market performance may subtly and slowly imbalance your portfolio.

Required Reading: The Economic Report of the President

Required Reading: The Economic Report of the President

The Economic Report of the President can help identify the forces driving — or dragging — the economy.

 

Looking to Improve Your Financial Future?

Consolidating financial accounts onto one platform can help you spell out a clearer financial future.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

The Sequence of Returns

A look at how variable rates of return impact investors over time.

Redirect Your Spending Fast

A spending fast can redirect your financial life.

Is Your Financial House Haunted?

There is nothing to fear but fear itself, especially when it comes to personal finances.

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Home Mortgage Deduction

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

Long-Term-Care Needs

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

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Can I Refinance My Mortgage?

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

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

5 Smart Investing Principles

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

5 Smart Investing Strategies

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

Your Cash Flow Statement

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Video: A Time to be Thankful

This Thanksgiving, replace internal fears with external gratitude.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

RE: Retirement

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

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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