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About Us. Our Team. Our Mission. Our Service.

Build

Our experienced team of professionals have helped many families just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

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Protect

Our mission is to inspire our clients to live their lives by design, not by default. We believe educating our clients about financial concepts and products, and taking the mystery out of investing, insurance, estate conservation, and preserving wealth helps them take action.

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Transfer

We believe a team of specialists following a disciplined process, not product focused approach, achieves comprehensive, customized solutions for clients.

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Discover the right investment strategy for you.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Tell us a little more about your investment objectives and level of comfort with risk.

*No strategy assures success or protects against loss.

Helpful Content

Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Do You Owe The AMT?

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.

Lots of Variables with Fixed-Rate Mortgages

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

 

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Social Security: The $64,000 Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Social Security Taxes

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

Doubling Your Money

This calculator demonstrates the power of compound interest.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Should I Pay Off Debt or Invest?

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

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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.

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.

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Cost of Procrastination

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

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

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