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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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Serving Families

We can help you create an approach that is designed to address your unique situation.

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Investing

We educate our clients about financial concepts and take the mystery out of investing.

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Business Planning

Special insight and perspective to help business owners pursue their objectives and success.

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Retirement

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Insurance

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Savings

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Helpful Content

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

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

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

 

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Should I Pay Off Debt or Invest?

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

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What Is My Current Net Worth?

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

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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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.

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.

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Investments

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

Social Security: By the Numbers

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

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Rightsizing for Retirement

What does your home really cost?

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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