Our goal is to provide you with the resources you need for a sound financial strategy. Confidence comes from knowing that your objectives and goals can be reached because you are working with someone well versed, trained, and knowledgeable about financial services and one who keeps abreast of changes that occur in the financial world. We can help you successfully:
- Implement Strategies for reducing taxes
- Reach specific retirement goals
- Decide how to invest, based on your own goals and risk tolerance
- Ensure that your family and assets are suitably protected if the unexpected occurs
- Designed to help programs that will help you to achieve your special goals…buying a home, retiring early, financing your child’s education, and more
Newsletters
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Four Key Objectives of a Sound Retirement Plan
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
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Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
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How Savers and Spenders Can Meet in the Middle
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Car Affordability
How much can you afford to pay for a car?