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Retirement Income Specialists

IRAs ♦ Mutual Funds
401k Rollovers ♦ Annuities

 Legacy Planning Guidance

Life ♦ Disability ♦ Long Term Care 

Trusted Financial Advice

Personal ♦ Corporate
Estate ♦ Education

 

Designed with timely newsletters, articles, online seminars and calculators, this website was designed to demonstrate what we do as well as offer you an understanding as to why planning your financial future is so important. 

In a world where many claim to have the perfect solution to fit everyone's needs right in their briefcase - we truly stand out.  We understand that every client situation is different, and that each demands different solutions. 

We welcome an opportunity to hear what your goals, dreams and concerns are.  

 

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Medicare Means Testing

Medicare program structure, premiums, and why it’s important to factor health-care costs into retirement planning.

Life Policies Plus Long-Term-Care Benefits

Two insurance strategies that may help prevent savings from being depleted by the escalating cost of long-term care.

Consider Taxation When Setting Compensation

The tax considerations involved in setting a small-business owner’s compensation.

Taxing Social Security Benefits

How Social Security benefits are taxed and why the current system may lead to higher tax liabilities.

More Newsletters →

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck