Our team of independent financial advisors help affluent investors, retirees, and pre-retirees to grow, manage and preserve their wealth and to find the most suitable investments and insurance products. As independent fee-based advisors, we take pride in offering an un-biased advisory relationship to our clients. We can help you focus on the total picture and your long term goals. We can help you find practical solutions to your financial planning issues and help consolidate and simplify your investments and your life. We can help you plan for retirement and potentially reduce taxes on investments, estate and social security income. We can help you find the most suitable, insured, tax-deferred, income or growth investments. We can also help you find the most suitable retirement plan for you or your business. Please call our office for more information or to receive our free newsletter. We are currently offering a free financial plan and rewards for referring or becoming a new client. Please call our office for details.
Newsletters
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Debit or Credit? Pick a Card
Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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Passive, Active, or Both?
Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
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Living Benefits Can Help Counter Retirement Risks
Optional riders that add living benefits to annuities might help retirees address two financial risks: outliving their savings and paying for long-term care.
Calculators
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.