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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.

We will never leave you scratching your head.

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Helpful Content

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How Income Taxes Work

A quick look at how federal income taxes work.

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Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.