Magnify Your Life’s Purpose
Smart financial decisions provide you the opportunity to magnify your life’s purposes. This is not only doing what you want to do, but also doing them when you want.
Our professionals have years of experience in working with investors with financial situations similar to yours. We can assist you in developing a personalized investment strategy seeking to provide steady growth while reducing downside risks, thus allowing you to live your life as you would like.
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We are a team of experienced professionals standing ready to help you with your financial questions and concerns.
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Helpful Content
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
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
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?