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WHY WORK WITH US?

Are you looking for financial advice? Worried about having enough money to retire? Not sure what your children's college is going to cost, or the best way to save for it? 

That is where we come in.  We are here to listen to all of your concerns and show you the best way to reach your goals. We will take the time to explain to you:

  • What you need to do
  • How much you need to save
  • What kinds of retirement accounts to use
  • What type and how much insurance you need
  • How much to keep in your emergency fund
  • What changes might improve your tax situation
  • What rate of return you will need to earn to achieve your goals over a given time frame.
  • Whether it makes sense for you to downsize later in life
  • What level of investment risk is appropriate

Our process always starts with us listening to you about your goals and needs.  We design a personalized plan around those goals and needs that shows you how we can help you reach your financial goals. 

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