We strive to help our clients attain peace of mind by fully understanding their financial situation. Providing the highest quality service, products and information to help them be clear and focused on realizing their goals.
Newsletters
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A Critical Combo: Life Insurance with Long-Term Care Benefits
Although long-term care insurance is typically a “use-it-or-lose-it” proposition, these alternatives can help pay for care if it’s needed or provide a death benefit for beneficiaries if it’s not.
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After the Loss of a Loved One, Watch Out for Scams
Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.
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A Pension Strategy That May Boost Your Income
A strategy called pension maximization may enable a married pensioner to elect the higher payments of a single-life annuity while also providing for the spouse’s financial future.
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Two Tax-Friendly Retirement Plans for the Self-Employed
Setting up a retirement plan provides a way to help shelter more income from taxes and save money for the future.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.