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Helping Our Clients Live a Better Life! Paying Too Much in Taxes? Is The Bubble About to Burst? Is Information Power?

Live A Great Life For The Rest Of Your Life

After years of working with our clients, we have found two constants:
1) They want to live a great life today and for the rest of their lives
2) They want to remove the worry and stress from their personal finances.

People have a tendency to make decisions one at a time as various situations present themselves. Over the years they compile multiple financial products, advisors, and institutions that make up their financial landscape. At some point they realize they have all this financial “stuff” but do not know how to put it all together to get them where they want to go.

Utilizing a holistic approach, we teach our clients how their various financial decisions are related and how to best coordinate them to reduce risk and increase the efficiency of their money. The result is they have a better lifestyle and worry less about their money.

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Protecting Your Future Income with “Own-Occupation Specialty Specific” Disability Insurance.

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Understanding the various strategies for Student Loan repayment is critical to your overall financial picture.

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5 Smart Investing Strategies

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There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

 

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Home Ownership by the Numbers

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A Look at Systematic Withdrawals

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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

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

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Surprises

Making the most of surprises is a great reason to work with us.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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