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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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Financial Planning & Investment Management

When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals - individuals with past experience in addressing your particular financial needs.

Download "7 Principles of Long-Term Investing"

Helpful Content

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

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Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Tips for Finding Care for Your Special-Needs Child

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.