"together...soaring to new heights"
Welcome to our website. We have been offering financial planning and investment advisory services for you and your family since 2001. Specializing in retirement planning, income distribution, and estate conservation, we invite you to explore our website.
As your personal financial professionals, we can;
- Help you clarify and define your financial and investment goals
- Recommend solutions that fit your needs
- Provide timely information
- Explain how changing financial conditions may affect you
- Monitor your financial and investment progress
- Make investment planning more understandable through education and explanation
Our website is designed as an educational resource that offers a variety of articles, calculators, and research reports that may be of interest to you. In addition, our site provides insight to who we are and how we may be able to provide a valuable service to you and your family. Our site's content is updated throughout the year, so you are welcome to visit as frequently as you wish.
If you have any questions, you may contact us via phone or e-mail. We would be happy to discuss any questions you may have and we look forward to speaking with you.
"together...soaring to new heights"
Newsletters
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ESG Investing in the Spotlight
This article explains environmental, social, and governance (ESG) investing and its potential effect on portfolio performance.
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Making the Most of Your Credit Card
Credit cards are being used more than ever. This article offers suggestions for choosing and using a credit card.
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Debit or Credit — What’s the Difference?
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.