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Comprehensive financial planning and ongoing coaching to help you prepare for the future.

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How your plan is implemented is just as important as developing the plan. We provide the solutions to help you take care of yourself and the people you love.

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Business owners and Executives face special financial concerns. We offer financial solutions specific to the business owner and non-profit organizations.

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Helpful Content

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

 

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

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Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

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