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It's Time to Think Differently About Your Money

We stay focused on market trends, so you don't have to.

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: An HSA as a Retirement Savings Option

Before I get into this post, I want to address what you all are obviously thinking – this blog post is going to be incredible. You’re absolutely right, it is. People go to bed at night and dream about the possibility of tax-advantaged accounts and many of you didn’t even know you had access to this particular one.

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Blog Post: What to Expect When You're Expecting to Hire a Financial Advisor

(Opens door, shows self out.) When it comes time for some to reach out for help in the world of financial advice, the unknowns can feel overwhelming. While it’s true that a multitude of professionals exist in the space and land on all parts of a broad spectrum, it does help to understand what you’re getting into prior to engaging with someone.

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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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Still Unsure? We Can Help

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Have concerns about the security of your financial data that's kept online?

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.

Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.