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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.
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Dedicated to Serving Our team is dedicated to be responsive, proactive and will strive to go the extra mile to serve our clients.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.

Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Our Clients

Being financially secure is about aligning your wealth to fuel your life and legacy goals. We help our clients and their loved ones put your best plan forward.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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."
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The Richest Man in Babylon

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

Try these activities to keep your brain sharp.
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Social Security Benefits: How Much Will I Receive

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