Anybody see the recent draft bill that was passed by the House with new 401(k)…
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Our Most Recent Blog Posts
I read a very interesting article recently about spending for school and club sports for…
There is recent breaking news on the retirement plan rules front. The House passed a…
Jo Craven McGinty had another great column in The Wall Street Journal on the coin…
Jason Zweig wrote a great column The Wall Street Journal in which he talks about…
The New York Times published a very informative article recently on Medicare. As some of…
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We start by helping you to identify your needs. Tell us your goals and vision for your future, as well as your concerns. We’ll analyze all of your information, and provide you with a specific, detailed plan telling you exactly what we think you should do.
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We invest primarily in index funds and funds that are very much like index funds. We don’t believe in market timing or stock selection or trying to beat the markets by guessing what will happen tomorrow.
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Since we are independent and fee-only, we have no products to sell you except our advice. That means if you do need a financial product, like a mortgage or insurance, we can guide you through your purchase decision.
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Let’s face it—financial planning is confusing and overwhelming for most people. There’s more information than you can possibly sort through, and too many voices telling you what to do with it.
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Understanding your unique financial needs is where our financial advisors excel, by creating a personalized plan with highly competitive investment products and dedicated service, we empower clients to identify goals, but take consistent action toward achieving them.
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