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Delivering personalized financial advice utilizing tomorrow’s technology.    

We are a visionary financial advisory firm, utilizing technology to help you make sound financial decisions. Our goal is to make financial advice, coupled with technology, approachable. While many firms are continuing to shy away from technology, we embrace it. Let’s innovate investing together.

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Managing Your Finances

 
 

401(k) Retirement Plans

 
 

Business Succession Planning

 
 

Taxes

 
 

Estate

 

Helpful Content

Saving for College

Saving for College

This calculator can help you estimate how much you should be saving for college.

Investing with Your Heart

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

 

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

The Pros and Cons of a NUA Strategy

Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.

New Retirement Contribution Limits for 2023

A look at the new, record-high retirement contribution limits from the IRS.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Retirement Is a Beginning

Key questions to answer when you are considering retirement.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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5 Smart Investing Strategies

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

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

Your Cash Flow Statement

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Forecast

The market is as unpredictable as the weather. We'd love to help you prepare.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

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