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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.

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Contact Us

Please feel free to contact us with any questions.

Newsletters

Understanding the No Tax on Tips Deduction

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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Don't Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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Moving to Another State? Consider These Tax Moves

Moving to a new state may have tax consequences that can follow you long after you settle in.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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Calculators

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Credit Card Debt

How Long Will It Take to Pay my Balance?

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