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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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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Debit or Credit — What’s the Difference?
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
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HOT TOPIC: Rescuing America’s Safety Net
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Savings Accumulation
Estimate the future value of your current savings.