Mission Statement
We provide individual and business clients with a one stop shop for quality financial services and access to various investment products. We work with our clients to develop a customized financial plan, help with the implementation of the recommendations, continually monitoring their financial situation to Create, Cumulate and Conserve their wealth in accordance with their long-term goals and objectives, as defined at the initial consultation.
Newsletters
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HOT TOPIC: Rising Rates Join Long List of Housing Dilemmas
This article explores how soaring housing costs, rising rates, and declining affordability could impact borrowers and the housing market.
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Dividends for Income and Total Returns
Dividend investing can be a dependable source of income for retirees and others. This article provides an overview.
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A Wealth of Information: How to Read a Mutual Fund Prospectus
Did you know that a mutual fund prospectus provides key details about the fund? This article offers an overview of information in a prospectus.
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Balancing Medicare and Work-Based Insurance
Read about rules and other considerations faced by workers who are eligible for both Medicare and employer-based health insurance.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Savings Accumulation
Estimate the future value of your current savings.