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We are a “Wealth Management” firm that takes a tailored approach to clarifying and organizing our client’s financial affairs. We provide ongoing education and insight to navigating the complexities of growing and maintaining “Wealth” while our clients benefit from a more balanced life. Our pledge is to provide quality information so that our clients may make sound choices about their financial future.

Helpful Content

The Lowdown on Those Free Credit Scores

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

What Is a Stretch IRA?

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.

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.


The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Insurance Needs Assessment:When You're Married With Children

When you’re married and have children, insurance needs will be different.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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.

How Compound Interest Works

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

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

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

Tax Management Strategies

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

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.

Long-Term-Care Protection Strategies

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

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.


You’ve made investments your whole life. Work with us to help make the most of them.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Let's Chat

It’s never a bad time to speak with your financial advisor about changes in your situation.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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