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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

Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?