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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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Is It Time to Buy an Electric Vehicle?
The electric-vehicle market is evolving quickly. This article offers some ideas to consider before purchasing an electric vehicle.
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Preparing for a Natural Disaster
Here are some tips to help homeowners protect their properties and evacuate safely in the event of a natural disaster.
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IRA Strategies: After-Tax Money and the Pro-Rata Rule
The pro-rata rule determines how much of a traditional IRA distribution is taxable. Read this article to learn how the rule is applied.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.