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Who we are.

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What we do.

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Why we do it.

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Our Approach

Our approach to personal financial planning starts and ends with your dreams in mind. We start by understanding your goals. We then recommend and help you to implement strategies to achieve these goals. We continually monitor your financial situation and provide annual reviews to help ensure you remain on track. Your goals are the centerpiece of our recommendations and strategies.

The personal financial planning process allows you the potential to:

  • Enhance the value and efficiency of your assets
  • Actively participate in the planning process
  • Maximize your wealth and avoid financial pitfalls
  • Gain more protection of your income and assets
  • Minimize existing and future risk
  • Seek maximum growth within your desired level of risk and enjoy the use of your assets while alive

Helpful Content

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

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Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

Crowdfunding—Capital for the 21st Century

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.