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Financial Complexity. Individuality. Confident Solutions.

Understanding Your Financial Environment

You face unique challenges as you and your business grow and evolve. Taking the mystery out of preparing for today and tomorrow allows you to enjoy the journey toward reaching your goals rather than dread the uncertainties. By gaining insight into your individual situation, we make sense of complex financial situations and create solutions that will empower you to move confidently into the future.

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A Team Approach

Using a team approach provides a broad perspective of solutions to help you reach your goals.

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In The Know

Staying current and connected to resources allows you to experience confidence in your financial decisions.

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Comprehensive Care

Creating a comprehensive plan ensures continuous progress toward your particular goals.

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Helpful Content

Planning for Special Needs Children

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

 

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Best-Performing Asset Classes

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

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.

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What Is My Current Cash Flow?

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Should I Pay Off Debt or Invest?

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

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Assess Your Life Insurance Needs

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

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Principles of Preserving Wealth

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

Retirement Plan Distributions

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

Long-Term-Care Protection Strategies

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

Tax Management Strategies

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

Managing Your Lifestyle

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

Protecting Those Who Matter Most

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

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Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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