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Quality Financial Advice and Wealth Management

We help manage the financial affairs of a select group of families.  Our financial planning services are designed to help clients articulate their dreams and aspirations through personal attention and advice.  We develop customized plans to address a broad spectrum of your family's financial affairs. 

We believe that investment decisions must be made in the context of each client’s individual goals and desires. We do this by providing you financial advice that is tailored to your specific goals, thereby giving you peace of mind.



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The Economic Journey of Your Morning Coffee

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

9 Facts About Retirement

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

 

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

The ABC’s of Auto Insurance

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

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

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Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Should I Pay Off Debt or Invest?

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

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5 Smart Investing Principles

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

Your Cash Flow Statement

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

Investment Strategies for Retirement

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

An Inside Look at Retirement Living

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

Long-Term-Care Protection Strategies

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Saving for College 101

Here’s a crash course on saving for college.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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