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At our firm, we believe everyone can have the exact retirement they want, but it takes dedication and discipline. We wake up every day with a sense of why we come to work. We come to work to coach and inspire our clients to accomplish their goals.

Just like our clients don't attain their goals overnight, our company is consistently marching towards it's greater self. The work we’re doing now is better than the work we did six months ago and the work we’ll be doing in six months will be better than what we’re doing now. That is my promise to you. Our only benchmark is how can we be better for you than we have been in the past.

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There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.


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Protect yourself against the damage that your homeowners policy doesn’t cover.

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Tax Reform: Before and After

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Estimating the Cost of College

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How Income Taxes Work

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Lifetime of Earnings

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

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This questionnaire will help determine your tolerance for investment risk.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Principles of Preserving Wealth

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Your Cash Flow Statement

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

5 Smart Investing Principles

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An Inside Look at Retirement Living

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

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

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Good Ship IPO

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Should I Invest in Gold?

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

Can Election Results Predict the Market?

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

Bursting the Bubble

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