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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

What Is My Risk Tolerance?

What Is My Risk Tolerance?

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The Latte Lie and Other Myths

The Latte Lie and Other Myths

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Historical Inflation

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

 

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How Will You Be Remembered?

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The Importance of Beneficiary Designations

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Building Your Legacy

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Impact of Taxes and Inflation

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

Can I Refinance My Mortgage?

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

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

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Your Cash Flow Statement

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

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Investment Strategies for Retirement

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

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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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Consider These 3 Things Before Driving Off the Lot

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

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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