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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.

Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

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Variable Annuities: Strategies to Help Counter Retirement Risks

Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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Small Business: Coping with the End of De Minimis Imports

Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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Long-Term Care Self Insurance

Will you be able to afford nursing home care?

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Credit Card Debt

How Long Will It Take to Pay my Balance?

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.

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