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

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Assess whether you are running “in the black” or “in the red” each month.

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

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Estimate how much of your Social Security benefit may be considered taxable.

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

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Tax Management Strategies

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

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The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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

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With alternative investments, it’s critical to sort through the complexity.

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