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Let us help you achieve your goals through careful development and implementation of strategies to help gain financial success. We offer "One Stop Shopping" for clients' financial and legal needs.
Our experience, knowledge and personal approach enable us to help you fully integrate all aspects of your financial needs. We work together towards a single goal: Helping you achieve financial success.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Don’t overlook the need for renter’s insurance if you rent your home.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
$1 million in a diversified portfolio could help finance part of your retirement.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A special needs trust helps care for a special needs child when you’re gone.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
You’ve made investments your whole life. Work with us to help make the most of them.