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Whether you are close to enjoying or are already enjoying retirement, our firm focuses on income planning, social security maximization, and investment management to help you enjoy your hard-earned money through your retirement years. Our expertise in corporate pension and rollover facilitation will help assure that you make the transition to retirement as smooth as possible.

Business Owners

As entrepreneurs ourselves, we sit on the same side of the table and understand your concerns. Implementing effective employee benefit plans and tax minimization strategies are what we do for many businesses every day.

Corporate Professionals

Navigating corporate benefits, managing your corporate retirement account, evaluating stock options, consolidating prior employer accounts, and staying on top of current market trends can be overwhelming. Our focus is to consolidate your financial condition to a clear, concise picture and implement a plan to your success.

Products & Services

Planning & Advisory Services

Create a lasting legacy. It is important to coordinate all aspects of your finances to help accomplish your highest purpose.


Invest in what matters. We believe there is wisdom in systematically saving over a period of time using a principled investment strategy.


Protect what’s important. We believe that purchasing appropriate insurance doesn’t demonstrate a lack of faith but rather prudent planning.

Helpful Content

Women and Retirement

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.


New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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5 Smart Investing Principles

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

Investment Strategies for Retirement

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Global and International Funds

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

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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