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Where investors come first Take charge of your future Invest confidently We invite you to become a client

Now’s the right time to think ahead

No matter where you are in your life journey, it’s important to have a plan for the future. Our wealth advisors can help you identify important wealth milestones and chart a clear path to get you there. We make the complicated, time-consuming effort of managing money clear and purposeful to your life vision.

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Our team approach provides you with broader financial perspectives and deep market insights.

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We enjoy building lifelong client relationships that span multiple generations

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We’re not just financial advisors. We’re mentors, ready to help you better understand investing and wealth strategies for life.

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Helpful Content

A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

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

 

Retirement Plan Choices for Small Businesses

Retirement choices can be intimidating. Picking the right strategy.

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

Trends in Charitable Giving

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

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

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What Is My Current Cash Flow?

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

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Protecting Those Who Matter Most

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

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

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

Principles of Preserving Wealth

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

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Surprises

Making the most of surprises is a great reason to work with us.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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