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Our Services
Our independence lends us the freedom to offer a wide array of services tailored to your unique needs. From building your first portfolio to preparing for retirement, we’re here to serve you for the long-term.
Helpful Content
Surprises
Making the most of surprises is a great reason to work with us.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
The Importance of Having a Retirement Plan
Are you worried about your retirement savings? You’re not alone.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.