A FINANCIAL GOAL without a TAX PLAN is just....a wish

Life requires hard choices. We are focused on providing you with valued guidance and simple solutions.
When it comes to personal finances, life is filled with stress, distraction and uncertainty. For many, this challenge is compounded by the complexity of tax laws and the confusion of financial and insurance products.
With our integrated planning approach, our consultants are able to help you navigate these waters and set you on your path to financial wellness.
Newsletters
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A 529 Plan Can Help Jump Start Your College Fund
Do you know how a 529 savings plan can be instrumental in building a college fund? Read this article to find out.
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Key Retirement and Tax Numbers for 2023
Find out about cost-of-living adjustments that affect retirement plan contribution limits and other deductions and threshold amounts.
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Stretch IRA Alternatives
The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.
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Sectors: Overweight, Underweight, or Just Right?
Did you know varying performance can change the balance of sectors in a portfolio? Learn how sector funds can be used to shift sector weighting.
Calculators
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Car Affordability
How much can you afford to pay for a car?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?