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We can help take some of the mystery out of preparing for your financial future.

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Whatever your objectives, we can help you design an investment strategy tailored to your unique situation.

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Planning & Advisory Services

Create a lasting legacy. It is important to coordinate all aspects of your finances to help accomplish your highest purpose.

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Invest in what matters. We believe there is wisdom in systematically saving over a period of time using a principled investment strategy.

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Protect what’s important. We believe that purchasing appropriate insurance doesn’t demonstrate a lack of faith but rather prudent planning.

Helpful Content

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

 

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Long-Term-Care Needs

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

Lifetime of Earnings

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

Paying Off a Credit Card

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

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

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

Retirement Plan Distributions

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

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

Tax Management Strategies

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

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18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Should I Invest in Gold?

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

The Richest Man in Babylon

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

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Cost of Procrastination

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

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

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