A Plan Built for Your Dreams
The first step towards achieving your dreams is putting a plan together. We believe the foundation of that plan needs to be education. There are basic financial concepts that everyone needs to know. It is our goal to educate and empower people with these concepts so that they may have the ability to change their own financial future.
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We can help you create an approach that is designed to address your unique situation.
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We educate our clients about financial concepts and take the mystery out of investing.
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Special insight and perspective to help business owners pursue their objectives and success.
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Helpful Content
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
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Saving for College
This calculator can help you estimate how much you should be saving for college.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
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.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?