
Welcome, and thank you for taking the time to visit our website. We encourage you to explore the site and learn more about our people, our firm, and our practice.
While there are many ways to participate in the financial markets, we believe successful investing is best achieved through proper diversification and tailored solutions. Committed to providing appropriate recommendations, we seek to understand each client’s objectives and tolerance for investment risk. Once we have a comprehensive view of each client’s unique needs, goals, and motives, we can then deliver straightforward advice and personalized financial solutions.
Newsletters
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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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Balancing Stocks and Bonds in One Fund
Discover what to look for in a balanced mutual fund and learn how this type of fund might be used in a portfolio.
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It’s Your Money: Why Not Get Your Withholding Right?
Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Car Affordability
How much can you afford to pay for a car?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.