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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.

Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Fine-Tuning with Sector Funds

Explains how S&P 500 sector funds behave differently and why diversifying across them can be useful.

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Have You Set a Retirement Savings Goal?

Guides readers through estimating a realistic retirement savings target.

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Navigating Financial Conversations with Aging Parents

Encourages proactive dialogue to ensure financial well-being of aging parents.

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Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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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