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Our Firm Putting clients’ best interests first No proprietary products

How We Do Business


Our firm has helped many people just like you pursue their financial objectives.

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What We Can Offer You


We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Working with a CFP®


Is partnering with a CERTIFIED FINANCIAL PLANNER™ right for you?

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Value Proposition

As an independent wealth management firm, we guide our clients, helping them create strategies to preserve and grow their assets over multiple generations. We specialize in advising executives, employees of large corporations, and their families, specifically in the areas of wealth growth and preservation. Our goal is to discover a balance for these clients between living the retirement they deserve and ultimately passing on a legacy to their loved ones.

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Helpful Content

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Understanding Long-Term Care

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

 

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

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Should I Pay Off Debt or Invest?

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

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Rightsizing for Retirement

What does your home really cost?

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