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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

Helpful Content

Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.