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
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
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Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.