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The Cycle of Investing Perception vs. Reality The Facts About Income Tax Social Security: By the Numbers Retiring the 4% Rule It May Be Time for a Financial Checkup A Fruitful Retirement: Social Security Benefit Tuning Your Social Security Benefit Bridging the Confidence Gap

MEET OUR TEAM

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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QUALIFIED CHARITABLE DISTRIBUTIONS

Are you over 70.5 with a Required Minimum Distribution (RMD) that exceeds your income needs (and/or that you might like to exclude from your taxable income)? Do you have charitable interests that you intend to contribute to throughout the year? Lucky you!

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BLOG POST: SOME THINGS TO BE THINKING ABOUT IN 2019

It’s been a little while since the last blog post and a lot has changed since then – new name, team member, and location. We’ve been busy around here and the start of new calendar years doesn’t tend to slow things down. In the interest of getting the year started off right, I thought it might be helpful to share some thoughts about topics that impact most people in one way or another...

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BLOG POST: PICK YOUR POISON

Not the kind of words that most would happily accept coming out of the mouth of their financial advisor, but in my opinion, a reasonably honest assessment of what it takes to create an investment strategy...

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Check out the video below to see the steps we take to keep it safe.


Tired of logging into multiple websites and having to mentally piece together 

your entire, increasingly complex, financial picture? Take a look.

OUR GOALS

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

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