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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
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.