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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.
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Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
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OUR MISSION 

Our mission is to help maximize the creation and preservation of the wealth of our clients through a unique, proprietary, and disciplined planning and review process.  Working towards a defined financial strategy that allows our clients and their family to retain their income in the case of death or disability.  By defining goals, developing a clear picture of the future, and reviewing current positioning we work with our clients to develop a plan and put it into action.

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What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
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