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Tell us your story

Transitioning away from your major working years is complicated. There is so much information from so many sources—much of it generic or inaccurate — that it is difficult to make the right choices to provide for the life you envision for yourself while supporting the people and things you care about.

Our passion is to listen to your dreams and goals, then help you develop a concrete plan to pursue them. We will bring our experience to the relationship, assist you in recognizing your options, identify risks, and help in setting your priorities. We will turn your confusion into clarity and confidence, so that you can make smart, thoughtful, strategic decisions that will lead to the future you desire.

Let’s hear your story and then get to work, together, to realize the possibilities.

Helpful Content

Social Security: By the Numbers

Social Security: By the Numbers

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

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

Inventorying Your Possessions

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

 

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Lifetime of Earnings

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

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Your Cash Flow Statement

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

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

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.

Tax Management Strategies

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

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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.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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