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THE VALUE OF ADVICE

With all the options you have today, how do you choose an advisor to guide you through the numerous financial decisions you must make? There are many things to consider, but one of the most important is selecting an experienced team of professionals who provide valuable advice for your unique situation. The financial concerns facing you today are seemingly endless and whether your situation is relatively simple or very complex, our advisors will help you plan for many of life’s major events. Through our guidance we will create a financial roadmap that will align your values, vision and wealth while providing you with financial clarity.

We welcome any questions you may have and look forward to working with you.

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Helpful Content

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

 

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

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

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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