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How to Retire Early The Cost of Procrastination Ready for Retirement? Retiring the 4% Rule The Power of Compound Interest It May Be Time for a Financial Checkup Saving for College 101

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
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Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
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Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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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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