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Where Is the Market Headed? Leaving Your Lasting Legacy A Bucket Plan to Go with Your Bucket List Charitable Giving: Smart from the Heart

Why Us?

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.


About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.


Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.


Our Process

We believe a strong planning process is the best way to create a more financially independent plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.



OUR SERVICES


There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.


Investments

Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.


Insurance

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.


Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.


Your Finances

Managing your finances is an important component to any financial plan. Money management strategies help you manage your savings on a daily basis.


Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.


Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.


Helpful Content

Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

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

Managing Money as a Couple

Managing Money as a Couple

Keys to preparing to grow wealthy together.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

 

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Social Security Taxes

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

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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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Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

The Long Run: Women and Retirement

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

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

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