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We are a financial services firm committed to helping our clients pursue long-term financial success. Our programs are designed to help grow, protect and conserve our clients' wealth while delivering a high level of personalized service.
We are a group of financial consultants who work together, yet independently. Here is how this may benefit you. All of our representatives work with clients for whom they are individually responsible, yet we share research and ideas on a continuous basis, both informally and through ongoing meetings. Our combined knowledge, experience and backgrounds deliver benefits to all of our clients.
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We look forward to hearing from you.
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Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The true cost of raising a child may be far more than you expect.
There are other ways to maximize Social Security benefits, in addition waiting to claim them.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The decision whether to buy or rent a home may have long-term implications.
Three things to consider before dipping into retirement savings to pay for college.
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.
What if instead of buying that home, you invested that money?