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We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

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Newsletters

  • Growth and Value Investing

    Understanding the difference between growth and value investments may help with making more informed investing decisions.

  • Too Good to Be True?

    Knowing what to look for could help investors guard against common types of fraud such as pyramid schemes and affinity fraud.

  • When Your Child Should File a Tax Return

    IRS rules regarding who must file are based on the amount and source of income rather than age

  • S Corp vs. C Corp

    From time to time businesses may want to revisit whether the current organizational structure is meeting its needs.

Calculators