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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.

Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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HOT TOPIC: Data for Sale - Tips to Help Protect Your Private Information

Recent action by the FTC highlights potential for abuse by online data brokers. Offers tips that might help consumers keep their private data private.

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HOT TOPIC: 530A Trump Accounts Officially Open

A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.

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HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

LTCI Cost of Waiting

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

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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