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Financial Planning & Investment Management
A Full Service Practice Your Financial Partners Tailored to You Simplifying the Complex

Investments

Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice.

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Investments

Retirement

Where will your retirement money come from?

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Retirement

Estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.

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Estate

Insurance

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events.

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Insurance

Understanding Today's Financial Environment

We understand that families and individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategies, our personalized service focuses on your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.

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Investing Isn't a "One Size Fits All" Proposition

Our Investment Committee meets regularly to discuss, select, and monitor investments for our portfolios.

Individualized recommendations are then made to each client based on his or her unique situation and goals.

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Download "7 Principles of Long-Term Investing"

Helpful Content

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.