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Our firm takes pride in being a completely independent Registered Investment Advisor. The benefits of this include: greater transparency, increased accountability, and the freedom to offer independent advice so that our clients are able to reach their goals. To put it simply, being a Registered Investment Advisor ensures our goals are aligned with the goals of our clients.

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Helpful Content

Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Making Sense Of A Home Warranty

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

 

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Current Cash Flow?

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

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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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 Strategies

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

Protecting Those Who Matter Most

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

Principles of Preserving Wealth

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

Your Cash Flow Statement

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

Long-Term-Care Protection Strategies

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

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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.

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

The Real Cost of a Vacation Home

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

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