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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

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

Financial Aid for Students 101

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Data Thieves from Outer Space

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

 

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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5 Smart Investing Strategies

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

Managing Your Lifestyle

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

An Inside Look at Retirement Living

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

Protecting Those Who Matter Most

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

Your Cash Flow Statement

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

When Special Care Is Needed: The Special Needs Trust

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

When Markets React

When markets shift, experienced investors stick to their strategy.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

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