Financial and Insurance Services

Financial planning is a term applied to advisory services that assist people in reaching their financial goals. However, this term neither creates an awareness of all the key financial planning areas nor empowers individuals and families to articulate financial goals in a meaningful way.
Several financial planning professional organizations have defined the term financial planning in order to foster a unified financial planning profession. While that might constitute a worthwhile exercise, our goal is vastly different. We strive to ensure that for all of our clients the financial needs in each of the key financial planning areas are met, and steps are taken to ensure that their financial house remains safe and secure.
Newsletters
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HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact
Paying for college can mean borrowing money or risking savings. This article focuses on financial aid and the importance of informed academic choices.
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Looking for Value with P/E Ratios
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
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Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
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Telemedicine: The Virtual Doctor Will See You Now
Many large employers offer telemedicine programs in their benefit packages. Do you know the potential advantages of telemedicine?
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.