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Our mission is to help you navigate a secure future. We offer a personalized service for a select number of successful individuals, families, and fiduciaries. Your needs are not generic so your adviser’s capabilities should not be either. Our service combines planning and investment skills with experience and perspective to help you get and stay on track toward achieving your financial goals in a changing world. A relationship starts by getting to know each other and assessing what is truly important. It leads to a plan unique to you that sets objectives, evaluates alternatives, and formulates strategies. We then design and manage your portfolio to address your life's needs and transitions. Ongoing communication is important. We support you with a highly qualified service team that cares, has time for you, and respects your privacy. We welcome the opportunity to find out how we can be a value to you. |
Newsletters
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Donor-Advised Funds Combine Charitable Impact with Tax Benefits
This article discusses how a donor-advised fund might be used to time charitable contributions for tax purposes or to gift appreciated assets.
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Tips for Safe Online Shopping
This article offers ideas that could help online shoppers protect themselves from cyber criminals and scams.
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Avoiding Probate
Probate can result in added expenses and delays when settling an estate. Read about four ways to avoid the probate process.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.