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We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning strategies, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to help you pursue your financial goals.
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Retirement Plans Quarterly
Read the latest issue of Retirement Plans Quarterly
Newsletters
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Sticker Shock May Drive Consumers to Used Cars
As new car prices skyrocket, these three trends could make 2019 a good year to buy a three-year-old vehicle.
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Online Shopping Tips
As web-based retail sales continue to grow, these tips may help ensure a safer online shopping experience.
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Avoiding Probate with a Transfer-on-Death Deed
Many U.S. states offer a way to avoid probate when leaving the family home to your heirs. Learn more about transfer-on-death deeds.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?