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We offer comprehensive financial planning solutions for every stage of your life.

A financial plan will go a long way toward answering the toughest financial questions. We offer cashflow-based financial planning solutions customized for your specific needs, goals and life stage.  We apply a clear, objective process that's easy to understand.  

A financial plan will answer all of your questions giving you confidence in knowing exactly where you are today and the action steps to get where you want to go.

Here are some of the frequent questions we hear:  

When should I begin taking my Social Security benefits?

You've been paying into Social Security for the majority of your life. But you still have to decide when you're going to begin receiving the benefit you've earned. And there are so many factors to consider. 

  • Should I take my benefits early so my retirement accounts may continue growing? 
  • Should I defer taking my benefits, so I can increase my guaranteed monthly income?
  • We're married. Should one of us start receiving our benefits and the other defer? 
  • Should I take my benefits early and reduce my working hours to part-time? 

The question of when to start taking your benefits can be confusing. Once you make the decision, there's really no going back, so you want to be sure you're making the right choice for yourself and your loved ones.

We can help you find clarity and make the decision that's right for you.


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How do I maximize my tax bracket?

 You don’t have a choice about paying taxes, but you can avoid making the mistake of overpaying them. While it’s hard to imagine anyone intentionally paying too much in taxes, the IRS estimates that more than one billion dollars is overpaid in taxes each year. That’s no surprise when tax laws change every year—even in years when no major tax legislation is enacted.

How much of that money is yours? Wouldn’t you rather see those funds in your bank account or put aside for your retirement or other financial goals?

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How will I know if I saved enough to retire?

You've been saving for retirement, but how much is enough? 

If you're considering retirement, a financial plan will give you a clear target and a plan for replacing your paycheck. You can be confident in a comfortable retirement without the worry of running out of money. 

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Do you have a different question? 

Ask an Investment Advisor