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Understanding What Makes Us Different

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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Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

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A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

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Password Protection Strategies

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A Look at Whole Life Insurance

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Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

How Income Taxes Work

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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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.

An Inside Look at Retirement Living

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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

Ready for Retirement?

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Can Election Results Predict the Market?

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

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