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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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If you’re ready to take the first step and start working with a professional who is passionate about your successes, we encourage you to reach out today. Together, we will have a complimentary, no-obligation meeting to get to know you more in detail.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Use this calculator to estimate your capital gains tax.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Lifetime of Earnings

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

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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5 Smart Investing Principles

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

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

Principles of Preserving Wealth

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

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Your Cash Flow Statement

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

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

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What Our Kids Can Teach us About Saving Money

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Have you found yourself suddenly single? Here are 3 steps to take right now.

Once Upon a Goal

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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