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We are to your financial health what your family doctor is to your physical health. We meet with you and listen to what it is you are concerned about, what it is you want to accomplish, what it is that keeps you up at night. Then we prescribe solutions
for you and where needed recommend other financial specialists.
Our expertise plus our network of financial specialists make us uniquely qualified to help you. We believe that clients are best served when each of us does what we do best rather than trying to be all things to all people.
We would welcome the opportunity to work with you. Please feel free to contact us for a free consultation or a second opinion of your current situation.
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| Newsletters |
Market-Moving Indicators for Monitoring Europe
If you've struggled to make sense of the ongoing European debt debacle, you're not alone. It's difficult even to keep track of all the pieces of this financial Rube ... Read More
Retirement Rules of Thumb Because retirement rules of thumb are guidelines designed for the average situation, they'll tend to be "wrong" for a particular retiree as often as they're "right." ... Read More
Of Taxes Past, Present, and Future With the 2011 tax filing season behind us, much attention
is being paid to the expiring "Bush tax cuts"--the reduced federal income tax
rates, and benefits, ... Read More
What happens to my retirement benefits if my employer goes out of business? If your employer goes out of business, any retirement plan your employer sponsored will be terminated. If the plan is a 401(k) or other defined ... Read More
What is the Pension Benefit Guaranty Corporation? The Pension Benefit Guaranty Corporation (PBGC) is a federal agency created by the Employee Retirement Income Security Act of 1974 (ERISA) to help protect pension plan ... Read More
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