Planning For The Future Since 1987
Planning for your financial success may seem complicated in today's world. A broad knowledge of everything, from complex investment products to evolving tax laws, is required. As the scope of financial services grows, so does the need for professionals to provide these services. That's why we approach your financial planning needs with access to a variety of experts. It's the key to our success, and yours. We accept new clients on a referral-basis only, from existing clients and from our national network of accountants, attorneys, and other professionals.
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Newsletters
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If You Don’t Have a Will, You Probably Should
Do you have a will? If not, this article offers three key reasons why you should.
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Charitable Giving Can Be a Family Affair
Discover four ways to incorporate charitable giving into an overall financial plan that fulfills a family’s wish to “give back.”
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Flood Insurance: Be Prepared for Rising Waters and Changing Rates
Read about a new flood risk-rating system that could help homeowners assess actual risk and set more appropriate insurance premiums.
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Credit Scores Reach Record High
This article discusses the components that determine your credit score and provides tips for maintaining a high score or raising a low one.
Calculators
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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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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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.