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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight has a strategy.

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How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

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18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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"An investment in knowledge pays the best interest." - Benjamin Franklin

What We Do

We create strategies that are tailored to your needs and goals.

We empower people—whether you are working, preparing for retirement or retired, we can help you find clarity regarding your financial goals and needs. We will help you make smart decisions about your future so you can spend more time doing what you love.

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How We Do It

By establishing goals and creating a plan, we work together to pursue your dreams. We will help you make your money work towards your future goals and we will be here for you during this journey to help.

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Why We Do It

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Everyone has their story and each person has a unique perspective. As you work towards your dreams and goals, we want to be part of your journey. We get great satisfaction from watching those we serve achieve their goals. Serving others matters.

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Your Financial Future

Using history as our guide, we model time-tested strategies that have weathered the financial fluctuations over time. We identify and implement opportunities for short and long-term income and growth.

We thrive on helping you build the successful financial lives you envision. By helping you pursue your goals, we achieve ours.

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