Our Mission

"Impacting: Lives, Lifestyles and Legacies."
 
Our Vision
 
Committed to becoming the "Firm of Choice" in Financial Services.
 
Our Central Values
Our associates meet the highest professional and ethical standards and are dedicated to helping clients attain their financial objectives of capital accumulation and estate preservation. We are committed to a comprehensive financial analysis process that allows us to thoroughly understand a client’s goals and financial situation. We are committed to providing the same advice to our clients as we would expect to receive.
 
We build strong relationships based on high integrity and mutual respect.
Our product is a complete financial analysis.
We focus on what is best for our clients.
Our associates have future based attitudes.
We always deliver what we promise.
We finish what we start.
All associates have a written plan.
Every client receives an annual review.
Partnering is in the best interest of our clients and our firm.
We maintain a high performance, no excuse culture.
 
Learning Center
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Calculators

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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Newsletters

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

HOT TOPIC: American Manufacturing: Rebound or Renaissance?

During the last decade, U.S. manufacturing lost millions of jobs to foreign competition. The sector appears to be coming back strong, adding almost half a million jobs since 2010 as productivity rises. This article examines the conditions that originally caused the exodus of U.S. industrial production and those that may bode well for its future.

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

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Market Watch

May 21, 2012 @ 11:50 PM

Dow Jones Industrials 12,504.48+ 135.10
S&P 500 1,315.99+ 20.77

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