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About Us
Our company is built on a solid foundation of excellent client service and in-depth market knowledge.
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Tax Topics
Years of experience have prepared us to guide you through your life transitions.
Become a Client
Becoming a client with us is as easy as it is rewarding.
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Helpful Content
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment 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.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
When Markets React
When markets shift, experienced investors stick to their strategy.