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A Client-Centered Approach<br/>

A Client-Centered Approach

Regardless of the level of wealth, we’ve always believed that people can live a better life if their finances are properly managed and well-understood. This inspired us to pursue a career in financial services to help people live a life focused on what’s truly important.

  • Retirement

    Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources, as well as effectively managing the risks associated with achieving them.

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  • Risk Management

    Tackling the three-headed dragon of risk is an increasingly important aspect of the transition into and through retirement. The confidence to take risk, the capacity to take risk, and the compensation for taking risk must all be balanced effectively in retirement.

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  • Lifestyle

    Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual enjoy the journey.

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  • Estate Management

    Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

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Resources

We believe that financially savvy clients are the best clients. As part of our role as fiduciaries, we partner with you to broaden and enhance your financial education. Browse our library to see what we mean.

Countering Counterfeit Currency

Countering Counterfeit Currency

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Do Our Biases Affect Our Financial Choices?

Do Our Biases Affect Our Financial Choices?

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Do You Owe The AMT?

Do You Owe The AMT?

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Inflation & Your Money

Inflation & Your Money

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5 Smart Investing Principles

5 Smart Investing Principles

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The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

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What is most important to you?

We have decades of experience in the financial services industry. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

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What is most important to you?

The financial preparation for, and transition to, what is traditionally considered to be retirement is only part of your life's story. Equally important is to decide what you're retiring TO, not just what you're retiring FROM

We can help you develop a complete picture of your life before AND after retirement. If you'd like to learn more, let's talk.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

What’s Next?

Our top priority is helping our clients successfully navigate the pathway into retirement, as well as to the life they want to live after this very important life transition.
We can help you find the answer.

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