RESOURCES

We provide a wide range of professional services to meet your needs. We promise to provide every service with a smile, and to your highest level of satisfaction. 

STRATEGIC PLANNING

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LONG-TERM INVESTMENTS

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MARKET NEWS

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For your convenience we offer remote planning services. Connect with us to learn more about these services.

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    LPL Account Review

  • Featured Articles & Reports
    • USSIF 2018 Trend Report
    • LPL 2020 Mid-Year Outlook
    • TD Ameritrade Market Outlook
  • Calculators
    • Smart Bond INvesting Accrued Interest Calculator
    • Retirement Calculator
    • College Savings Calculator
    • Loan Calculator
    • Savings Calculator
    • 401k & IRA Minimum Required Distribution Calculator

    Link disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

  • Useful Websites

    RESEARCH:

    • Cascade Financial Strategies - https://www.cascadefs.com
    • Fossil Fuel Research Website - https://www.energy.gov/science-innovation/energy-sources/fossil

    TAXES:

    • Internal Revenue Service - https://www.irs.gov/

    GOVERNMENT AGENCIES:

    • Social Security Administration https://www.ssa.gov/

    NEWS:

    • USSIF

    https://www.ussif.org/

    • The Wall Street Journal

    https://www.wsj.com/

    • New York Times

    https://www.nytimes.com/


    CERTIFIED FINANCIAL PLANNER BOARD:

    • Find a CFP Professional

    Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to


Comprehensive financial planning.

We offer a wide range of services to meet every type of need.

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Dividends are not guaranteed and subject to change or elimination. Past performance is no guarantee of future results. Diversification does not guarantee profit or protect against loss in declining markets. Alternative investments are complex investment vehicles, which generally have high costs and substantial risks.

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Our mission is to provide our clients planning-based strategies that address every financial obstacle they may face throughout their lifetime.

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