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The Decisions Are Yours
Our process is to fully understand and analyze your current financial situation with you, and then to provide you with the information, advice and solutions you need to make the best possible decisions about your financial future.
If this is the kind of partnership that makes sense to you, give us the opportunity to personally discuss the benefit of our work with you. We are confident you’ll be glad you did.Contact Us
Download Our Tax Reform Ebook!
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
The market is as unpredictable as the weather. We’d love to help you prepare.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
At what point can you call a personal vehicle commercial?
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Purchasing homeowners insurance is critical for protecting your home.
This checklist can give you a quick snapshot of how prepared you are.
Read this overview to learn how financial advisors are compensated.
Use this calculator to estimate your capital gains tax.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Enter various payment options and determine how long it may take to pay off a credit card.
This questionnaire will help determine your tolerance for investment risk.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
If you died, what would happen to your email archives, social profiles and online accounts?
How do the markets usually react to elections? Was the 2016 election any different?
Investors seeking world investments can choose between global and international funds. What's the difference?
How does your ideal retirement differ from reality, and what can we do to better align the two?
What is your plan for health care during retirement?