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Building Better Solutions...Together

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Institutional Consulting

Investment, plan construction and consulting services to the defined contribution marketplace.

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Personal Wealth Services

Individualized services that are tailored to meet the client's stated needs and objectives.

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Philosophy

Our focus is on providing clients with proven, customized, efficient solutions based on specific needs within a low-cost structure.

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Approach

We work closely with clients to ensure everyone has a thorough understanding of the goals and objectives that need to be met. After an introductory meeting and a decision to work together to build a better solution, we begin by developing a plan, then we outline an implementation strategy and meet regularly to monitor our progress.

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Resources

We not only offer customized resources, we also take advantage of the wealth of data and anlsysis that is available in the marketplace. By selecting comprehensive solutions we are able to keep costs low.

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Newsletters

HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Calculators

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

More Calculators