What We Do
Our mission is to help our clients discover true wealth: all that money can't buy and death can't take away.
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Wealth Management
By coordinating all aspects of your financial life we can help you make smart financial decisions.
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Insights
We believe educating oneself about the economy and finance empowers an individual to achieve their goals and attain financial independence.
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Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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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.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.