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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Caring

Our experienced professionals have helped many people just like you with similar circumstances and concerns. We can assist you in creating an approach that is designed to address your individual situation.

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Independent

We educate our clients about financial concepts and products and aim to help take the mystery out of investing, insurance, estate conservation, and wealth preservation.

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Teamwork

We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.

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Why Work With a Financial Advisor?

Just as some individuals file their own taxes, some people set out to manage their investments themselves. But you may find this responsibility overwhelming because you lack one or more of the following:

  • Time - Between work, family, church, activities and life, you probably don’t have sufficient time to review and monitor your investments.
  • Training - Personal finance isn’t taught in school. Consequently, facing investment decisions can create anxiety, especially as assets accumulate or retirement nears – when making a mistake can be financially devastating.
  • Temperament - As much as we try, it can be difficult to separate emotions from circumstances when dealing with our own situation. Anxiety or unrealistic expectations can produce bad decisions at crucial times.
  • Transitions - We are all going through a transition or moving toward one. Typical transitions include: getting married, buying a car, purchasing or selling a home, having a child, sending a child to college, remodeling a home, getting past a divorce or death, starting or selling a business or the ultimate – transitioning into retirement. These events can be stressful and confusing, and busy, tired people with limited experience don’t always make the best financial decisions in the midst of them. That is why we are here to be a sounding board, to help you make wise decisions and to navigate these transitions with confidence.


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These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

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