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What We Do Together

Financial planning is at the core of everything we do with you including:

  • Retirement planning
  • Education funding
  • Life transitions
  • Leaving a legacy
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How We Work Together

  • Imagine and work toward your goals and dreams
  • Develop your customized strategy
  • Meet regularly to monitor your progress and adjust as needed
  • Celebrate each milestone along the journey
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Who We Serve

  • Those who have work hard and are ready to enjoy their savings
  • Educators
  • Tech industry employees
  • Aerospace industry personnel
  • Parents and grandparents
  • Those transitioning from work to retirement
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Personal Risk Tolerance - What is Your Comfort Level?

Understanding your comfort level with ups and downs in the market is vital to helping you meet your goals and dreams. We want you to feel comfortable knowing we are here when things get rocky as well as when the markets are sailing along. Let’s talk about your resilience for staying invested as well as your overall risk tolerance.

To book a Free, No Obligation Consultation with one of our Financial Advisors please select an option below!

Meet Our Team

Meet Our Team

We are advisors who are with you through every aspect of your financial life, asking those critical financial questions and celebrating with you through life’s accomplishments. We are committed to providing professional, straightforward, and personal attention to our clients' financial needs. Because history has shown that the stock markets can be volatile, we are there for you when things are calm, and especially when things get rocky. 

TO OUR CLIENTS, we welcome you and thank you for your trust. We appreciate the confidence you show in us when you introduce us to friends and family. We promise to treat them with the same respect and professionalism you have found in our interactions.

IF THIS IS YOUR FIRST VISIT TO OUR WEBSITE, we hope it shows our culture. We have done our best to answer any questions you may have and to introduce you to our unique approach to planning, advice, and service. We hope to meet with you soon!

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Helpful Content

Annuity Comparison

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Questions to Ask About Medicare

Questions to Ask About Medicare

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Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

 

When to Self-Insure

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Healthcare Costs in Retirement

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The Pre-Retirement Checklist

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What Is the Dividend Yield?

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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.

Home Mortgage Deduction

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

My Retirement Savings

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

Bi-Weekly Payments

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Your Cash Flow Statement

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

An Inside Look at Retirement Living

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

5 Smart Investing Principles

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Managing Your Lifestyle

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

Principles of Preserving Wealth

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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