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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

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

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 Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

The Five Basics of Financial Literacy

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

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

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Can I Refinance My Mortgage?

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

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

What Is the Dividend Yield?

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

Doubling Your Money

This calculator demonstrates the power of compound interest.

My Retirement Savings

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

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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.

An Inside Look at Retirement Living

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

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.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Emerging Market Opportunities

What are your options for investing in emerging markets?

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