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Your Financial Future

In today’s ever-changing and complicated world everyone needs a plan. Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the foundation of our success.

It’s all about proactively building the life you want to live for you and your loved ones, as well as, being in a position to affect the things in life you care about.  Whether it is planning for retirement, building a business, financing your children’s education or building a legacy there’s no better time to start than now.

A successful financial plan is a fluid, collaborative process.  It must be user-friendly and flexible enough to make adjustments as needed - whatever life throws your way. We want your financial plan to be based upon your life and your needs, not on any financial institution’s self-interest. As a fee-based financial planning firm, having advisors affiliated with an independent broker-dealer, we have the flexibility to offer fully customized financial plans and investment advice.

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Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

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Important Birthdays Over 50

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For many, retirement includes contributing their time and talents to an organization in need.

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Annuities are versatile tools that can help you save for retirement and generate income in retirement.

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There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

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Five creative (and inexpensive) ideas for motivating your employees.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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This calculator will help determine whether you should invest funds or pay down debt.

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This calculator compares the financial impact of leasing versus buying an automobile.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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This calculator can help you estimate how much you may need to save for retirement.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Using smart management to get more of what you want and free up assets to invest.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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