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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All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
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Managing Medicare Out-of-Pocket Costs
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
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Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Muni bonds and tax-exempt funds have long been a mainstay in the portfolios of income-focused investors who want to manage their tax burdens.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.