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Accounting & Tax

We can help take some of the mystery out of your accounting and tax needs.

Wealth Management

Whatever your objectives, we can help you design an investment strategy tailored to your unique situation.


Providing insight and information for your small business technology needs.

Helpful Content

Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Yours, Mine and Ours: Estate Strategies for Second Marriages

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.


9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

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Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Let's Chat

It’s never a bad time to speak with your financial advisor about changes in your situation.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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