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Investments Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust

Our goal is to assist clients who are seeking to accumulate wealth for retirement, generate income throughout retirement, and provide for those they care about. We provide a lifetime of investment solutions for our clients.

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We continually strive to deliver a high level of service and support to each and every client. We serve every client like they are a member of our family delivering the same communication, products, services and follow-up that we would want for ourselves. In order to deliver a high level of service, we are always reading, researching, learning and completing continuing education programs to stay on top of trends, products and services that will benefit our clients.

We are independent by choice, preferring to work for you, not for one company. This allows us to shop the market to find appropriate solutions for you.

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Crowdfunding—Capital for the 21st Century

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

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Disability Income

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This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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

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Principles of Preserving Wealth

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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.

Investment Strategies for Retirement

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

5 Smart Investing Strategies

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

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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, infiltrating the world of bonds.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Sit, Stay, Rollover: A Guide to IRA Rollovers

If you have a 401(k) with a former employer, you may want to consider an IRA rollover.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

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