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“To create an inspirational experience and deliver a level of service that consistently exceeds the expectations of our family of clients. We focus on the personal side of wealth, adding value to the relationship becoming a trusted resource through education and guidance.”

Why: We believe in delivering a personalized experience that will give confidence to our clients.
What: We provide advice to help you make appropriate choices through proactive communication, investment strategy, and financial planning.
How: By surrounding you with a team of financial specialists and a proactive system, we are prepared to handle any situation presented.

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Helpful Content

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Earnings for All Seasons

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Life and Death of a Twenty Dollar Bill

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.

12 Things to do Before the Ball Drops

The year’s end is the perfect time to do these 12 things.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Estimate Your RMD

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

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.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Principles of Preserving Wealth

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

Your Cash Flow Statement

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

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

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

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Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Retiring the 4% Rule

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

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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