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Small in Size, Big in Service

We are a boutique firm that is big in service and value. Though we are not a huge enterprise, we are large enough to possess the resources, infrastructure and economies of scale needed to run a modern, efficient, and full-service practice. Our focus is on high-touch, individualized service, not having thousands of customers.

Many wealth management firms offer investment management as their singular focus because it is scalable. We know that personal financial success is rarely achieved by investments alone. We believe that a holistic approach to financial planning is the best approach for pursuing financial freedom.


Our clients are successful and cost-conscious consumers who know when professionals can help them manage areas of their lives for which they lack the time, inclination or experience to handle themselves.

Call us today for a free initial consultation.

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Helpful Content

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

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Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

 

Understanding the Alternate Valuation Date

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Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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Ready for Retirement?

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Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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