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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If You Don’t Have a Will, You Probably Should
Do you have a will? If not, this article offers three key reasons why you should.
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Naming a Trusted Contact
It may be wise to designate a trusted contact when opening or updating an account at a brokerage or other financial firm. Learn why.
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When Two Goals Collide: Balancing College and Retirement Preparations
This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.
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Retirement Savings in a Volatile Market
Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.
Calculators
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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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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.