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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The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
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How to Kill Your Zombie Subscriptions
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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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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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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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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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Credit Card Debt
How Long Will It Take to Pay my Balance?