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It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination It May Be Time for a Financial Checkup
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Mission Statement

DESIGN

  • We listen to identify your dreams and goals
  • We gather, organize and analyze your financial information
  • We make recommendations based upon your needs

GROW

  • We agree upon clear objectives and risk expectations
  • We monitor your investments and track the progress
  • We refine and revise along the way

PROTECT

  • We offer investment strategies with downside protection for unpredictable markets
  • We offer insurance solutions which are an important foundation to all financial plans
  • We assist you with creating a legacy for future generations
  • We help protect your family from life’s unexpected challenges

Helpful Content

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

The Five Basics of Financial Literacy

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

 

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

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

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Saving for College 101

Here’s a crash course on saving for college.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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