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Financial Planning


Creating a life you LOVE.  That’s our goal:  to design a strategy that aligns with your life style, values and dreams.

Our fee-based investment services encompass:

  • Investment Planning
  • Debt Management  
  • Education Savings Plans
  • Tax Minimization
  • Retirement Planning
  • Estate Planning
  • Asset Protection

We understand the challenges families face today. 

Navigating personal finance can be overwhelming.  And it’s difficult to separate emotion and money.

Whether you’re at the accumulation stage, entering retirement or planning for loved ones, we design solutions to help you accrue assets, minimize tax liabilities and create legacy plans.

Loan Calculator

Lease or buy?  How much home can I afford?  Should I pay off debt or invest?

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401(k) Calculator

A variety of calculators exist to help plan not only for retirement but also to weigh the benefits of Roth and pre-tax contributions.

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Budget Worksheet

Understanding your personal cash flow situation is critical in the financial planning process.

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Charitable Giving

Interested in establishing a donor advised fund or a family legacy gifting plan?  

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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 Investing IQ."

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