We are committed to setting the standard for professionalism, quality of service, and advice for individuals and businesses seeking assistance with their unique financial situations.
We strive to take excellent care of our clients, creating long lasting relationships. Trust is a cornerstone. It is earned, not given, and we value the relationships we develop with our clients, their families, and businesses.
Experience and knowledge are imperative in rendering sound financial advice and guidance.
Flexibility is key in tailoring solutions for each client's unique financial situation.
Clear, concise language is imperative when guiding clients through the financial planning process; from the beginning of the relationship, to implementation, and monitoring of their progress.
The wealth of information available on this website will assist you in gaining a better understanding of the personal financial planning process and its main components:
- Estate Planning
- Life, Disability, and Long-term Care Insurance
- Financial Planning*
- Stocks, Bonds, Brokered CD’s, and Mutual Funds*
- Qualified Retirement Plans (401k, 403b, etc.)*
- Traditional, Roth & Rollover Services*
- Fixed and Variable Annuities*
Newsletters
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HOT TOPIC: Soft Landing or Delayed Recession?
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
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All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
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Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
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Small Businesses Could Face Borrowing Challenges
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.