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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Helpful Content
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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Retirement Plan Choices for Small Businesses
Retirement choices can be intimidating. Picking the right strategy.
New Retirement Contribution Limits for 2024
A look at the new, record-high retirement contribution limits from the IRS.
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Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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This calculator can help you estimate how much you should be saving for college.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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Social Security: By the Numbers
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Learn about the difference between bulls and bears—markets, that is!
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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
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