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Our practice was built and designed to serve others. We advocate for our clients and promise to serve everyone with the same passion and energy with which we serve our country and community.
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Our focus is on [your future].
We are a client-focused, principles-driven, advice and asset management company.
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Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Saving for College 101
Here’s a crash course on saving for college.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Try these activities to keep your brain sharp.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
It's important to make sure your retirement strategy anticipates health-care expenses.
What kind of auto insurance should you have? Do you know?
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are hundreds of ETFs available. Should you invest in them?
Do you know these three personal finance sayings?
When do you need a will? The answer is easy: Right Now.
Even low inflation rates can pose a threat to investment returns.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?