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An Independent, High-Touch Experience

When starting our independent financial planning firm, we set out with a singular mission: to help as many families and businesses as possible take control of their finances and plan adequately for their future. We believe in providing a higher level of education and service than what individuals have come to expect and work with families and business owners of all backgrounds.

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We are a team of financial professionals that have decades of experience helping individuals just like you plan for your future.

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We entered this business to make a true difference in the lives of our clients. We develop connections of trust and help you focus on what matters most to you and your family.

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Helpful Content

Investments

Investments

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

Keeping Good Records is Good Business

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.

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

 

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Estate Management Checklist

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

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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.

Tax Freedom Day

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

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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Your Cash Flow Statement

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

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

Investment Strategies for Retirement

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

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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Emerging Market Opportunities

What are your options for investing in emerging markets?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

The Long Run: Women and Retirement

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

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this hopeful, animated video.

Risk Tolerance: What’s Your Style?

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

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