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Where Do You Want Your Financial Roadmap to Take You?

Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

At (Firm), we strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.

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Why Work With Us?

We are committed to providing a high level of service that stands apart from the rest.


How Do We Work?

We work with you to create customized strategies that address your personal needs.


What Do We Offer?

We offer comprehensive wealth management and retirement planning strategies.

Helpful Content

Women and Financial Strategies

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Alternative Investments - Going Mainstream

Alternative Investments - Going Mainstream

Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

 

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Paying Off a Credit Card

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

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Long-Term-Care Protection Strategies

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.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

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

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Surprises

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

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

To Buy or Not to Buy

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

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