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Retirees

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.

Investments

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

Insurance

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

Helpful Content

The Business Cycle

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Pay Yourself First

Pay Yourself First

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

Social Security Benefits: How Much Will I Receive

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

 

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

The Financial Literacy Crisis

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

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Disability Income

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

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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.

An Inside Look at Retirement Living

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

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.

Your Cash Flow Statement

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

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

To Buy or Not to Buy

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

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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