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Our Firm

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Our Services

Our Services

We offer a full range of investment and financial services and have access to a wide array of solutions.

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Our Approach

Our Approach

We strive to build long-lasting relationships with our clients, offering education and guidance.

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Our Professionals

Our Professionals

Our team approach offers a range of services to provide more benefits to our clients.

Our Resources

Our Resources

Our resource center offers a broad spectrum of timely, informative articles written with you in mind. 

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We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

What to Look for in an Extended-Care Policy

What to Look for in an Extended-Care Policy

Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
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Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.
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Lifetime of Earnings

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.
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What’s Your Investment IQ?

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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Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
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Saving for College

Saving for College

This calculator can help you estimate how much you should be saving for college.
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