
Our top priority is to assist our clients in reaching their retirement goals and achieving a happy and meaningful life.
The better we know our clients, the better we can understand their needs and desires, which helps us create a plan for our clients to achieve their retirement dreams.
Throughout your career, you have worked hard for your paycheck. When you retire and no longer earn an income you will need to have a plan to maximize your social security, minimize your taxes and have your investments allocated to meet your comfort for risk and volatility.
Let us help guide you and create a plan.
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Newsletters
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HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
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Creating Your Own “Operation London Bridge”
Queen Elizabeth II had a complex end-of-life plan, but you may also need an appropriate plan to help ease the burden on your family members.
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New FAFSA Favors Grandparent College Giving
Changes to the 2024–2025 Free Application for Student Aid (FAFSA) allow grandparents to help with college expenses without affecting financial aid eligibility based on the FAFSA.
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Sectors: Overweight, Underweight, or Just Right?
Did you know varying performance can change the balance of sectors in a portfolio? Learn how sector funds can be used to shift sector weighting.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?