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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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Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

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Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Coaches

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Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

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Insurance Needs Assessment: When You're Newly Married

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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This questionnaire will help determine your tolerance for investment risk.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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

Lifetime of Earnings

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

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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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

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

Managing Your Lifestyle

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

Your Cash Flow Statement

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

Investment Strategies for Retirement

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

5 Smart Investing Strategies

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

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Choosing a Mortgage

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

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Can Election Results Predict the Market?

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

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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