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Charting the Course to Financial Freedom

Imagine for a moment what your life would be like if you had a financial strategy based on what was truly important to you, where all your financial resources are working in harmony to help accomplish what you most deeply care about. 

Every great accomplishment has a sound strategy behind it, and creating the financial future you desire is no different. Creating a plan is a process. It can help provide clarity, freedom and confidence and put you on the path towards a full and joyful life.

We look forward to helping you make your goals and the dreams beyond your goals a reality.

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Trends in Charitable Giving

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Simple steps may help you foil hackers and protect your privacy.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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

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

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

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

What Is My Life Expectancy?

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

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There are some key concepts to understand when investing for retirement

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

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

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

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When do you need a will? The answer is easy: Right Now.

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Why are 401(k) plans, annuities, and IRAs so popular?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

A Bucket Plan to Go with Your Bucket List

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

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