Understanding Today’s Financial Environment
As an Independent Financial Advisory Firm, we work with a team of professionals helping to take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
As Independent Financial Advisors, we have years of experience in financial services. We can help you address your needs of today and for many years to come and look forward to working with you through all stages of your life.
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We are a team of experienced professionals, ready to help with your financial issues and concerns.
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Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.
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Helpful Content
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Debt Stress
There’s a link between debt and stress.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
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Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment 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.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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The Latte Lie and Other Myths
Do you know these three personal finance sayings?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.