Financial Planning

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When you know your investments, taxes, insurance, estate plan, retirement plan, and all areas of your financial life are being monitored and adjusted as needed, you can relax and spend your time pursuing your goals. Learn more.

Investment Advice

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Keeping up with the complexities of the investment world takes time. Ensuring that each investment fulfills its correct function and is appropriate for your unique situation takes objectivity. We offer both. Learn more.

Taxes

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The IRS estimates that more than 2 million people overpay their taxes each year, to the tune of over $1 billion. Minimizing your taxes can yield dollars you can use to achieve your goals and accelerate building wealth. Learn more.

Our Approach to Financial Planning

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Fee-Only, Holistic Advice Leads to Better Financial Decisions and Fewer Worries

Taxes and investments are key components of your personal financial plan, but peace of mind comes from attention to all aspects of your financial life. The Importance of Integration Does this sound familiar? You go to a stockbroker for … [Continue...]

From The Blog

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In the great green room there was a telephone and a red balloon. And a whole lot of money.

Parents in my readership will undoubtedly recognize the subject line of today’s newsletter as the first line of Margaret Wise Brown’s beloved children’s book Goodnight Moon. Like many of you, my husband and I read this book to our son thousands of times before he outgrew it. Today we learn what happened to the book’s… Continue

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