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Many of my clients ask what they will get by taking action and initiating a Financial Plan for themselves. What you will get is a detailed analysis of what it will take to reach your financial goals, and a specific action plan that will tell you what you need to do in each area of your financial situations.

The path of a company should be dictated by the voices of the people it serves …

  • Setting a Higher Standard
  • Pursuing Financial Independence
  • Personalized Wealth Management Strategy
  • Knowledge, Experience and Integrity Working For You
  • Comprehensive Portfolio Management

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Helpful Content

Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

 

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Annuity Comparison

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

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Saving for Retirement

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

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

RE: Retirement

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

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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