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
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?