Employee Benefits
You face a multitude of choices and costs to weigh when considering how to recruit and retain your employees. We help our clients find the best mix of benefits to meet your strategic goals.
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Risk Management
Protect your business. Protect your home and valuables. Our property and casualty insurance advisors understand your needs, from workers compensation to general bonding, tenants’ policies to umbrella coverage. We offer commercial and personal lines of insurance.
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Retirement Planning
After you’ve paid your employees, what’s left for you, the business owner? How have you planned for life in retirement? Our experienced advisors work with you to develop a strategy to envision and achieve your goals.
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Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Financial Hacks for Millennials: Don’t Get Burnt With FIRE
Financial Independence, Retire Early (FIRE), also known as radical savings, encourages aggressive saving to retire by age 40.
Tax Efficiency in Retirement
What role would taxes play in your investment decisions?
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Measuring Up To Your Potential
Ever wonder what separates the folks who are financially comfortable from the rest of us?
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
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How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Video: A Time to be Thankful
This Thanksgiving, replace internal fears with external gratitude.