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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ETFs Are Gaining on Mutual Funds: Here’s Why
Are you familiar with the differences between mutual funds and exchange-traded funds? This article compares and contrasts the two.
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Life Insurance Living Benefits
In addition to the death benefit, life insurance policies can provide other benefits while the policyholder is still alive. Find out more.
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Are You Ready to Cancel Your Cable TV?
Do streaming services make you contemplate cutting the cord? Read about some features, benefits, and limitations to consider before doing so.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Savings Accumulation
Estimate the future value of your current savings.