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Welcome to our website; We offer professional, independent, and most of all, personalized service to our clients.

 We take pride in our meticulous adherence to courtesy, honesty, and responsibility in working with our clients. Professional integrity and honesty are the foundations of our business. We maintain high ethical standards that inspire positive values and moral conduct in everything we do. We are a team of experienced professionals who know our clients by name and work hard to ensure your financial needs are met.

• Financial Planning • Asset Management • Investment Strategies • Portfolio Construction •  Retirement Planning • Medicare Planning • Estate Planning • Annuities • Life Insurance • Health Insurance • Group Health Insurance •


I'm not telling you its going to be easy.  I am telling you its going to be worth it.

Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

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Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.

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Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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