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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Our planning process begins with understanding, and is continuously monitored and adjusted.
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Helpful Content
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Starting a Roth IRA for a Teen
This early financial decision could prove helpful over time.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
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How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?