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Journey To Successful Financial Management


It’s more than education, training, and experience, it is the personal touch. We, at Premier Advisors, will take the time to listen and help you define your financial needs. We will help you develop and implement a plan to accomplish your goals. Education is also important. We help you stay educated about your investments so you can understand and make decisions about your own money.

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Helpful Content

Four Steps to Valuing an Estate

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

The ABC’s of Auto Insurance

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.


What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

Best Performing Asset Classes

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

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

How Income Taxes Work

A quick look at how federal income taxes work.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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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Tax Management Strategies

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

5 Smart Investing Principles

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

Retirement Plan Distributions

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

Investment Strategies for Retirement

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

Your Cash Flow Statement

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Rightsizing for Retirement

What does your home really cost?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

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