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You Have Financial Goals

Our expertise and broad range of services will help put the complex pieces of your financial life together.

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What We Offer

We provide wise counsel, personalized service, and a great cup of coffee.

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Our Professionals

We have experienced professionals who excel at pursuing your financial objectives.

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We understand you work hard for your money

So, we work hard for you through every step toward your financial goals. That means listening intently to become a financial confidant with deep understanding and helping you invest to accomplish what matters most to you. You’ll find our years of experience and great expertise don’t lead to buzzwords and jargon. We simplify the complex, believing plain talk and straight answers are the best way to approach investing, estate conservation, retirement planning, and wealth preservation.

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Helpful Content

The Fed and How It Got That Way

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.