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Personal Wealth Management

We offer discretionary management of taxable and tax-deferred accounts, including traditional IRAs, rollover IRAs, beneficiary IRAs, SEP IRAs, SIMPLE IRAs, Roth IRAs, 401(k)s, as well as profit sharing and Keogh plans. For all of these accounts, our goal is worthwhile returns while reducing risk exposure.

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Portfolio Evaluations

For investors with sufficient time to handle investments themselves, we offer analysis of current asset allocation and security selection within each asset class. The evaluation includes recommendations for appropriate asset allocation as well as specification of individual securities or funds to be considered.

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Personal Financial Planner

Budgeting is the key to financial planning. Understanding what you’re earning and spending as well as what you own and owe is essential to figuring out your current situation. Combined with future changes (children, job changes, retirement, etc.), these factors bring into focus the route you will need to take to have your hoped-for lifestyle.

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No-Cost Financial Information

Sign up for No-Cost Financial Information. We offer our e-Book: Live Well and Sleep Well with Your Investments Now and When You Retire, a 10-week course of training on investment and financial planning topics, commentary about current business and investment issues or a free consultation.

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Education Cost Planning

Having children can be one of the great pleasures of life, but the cost of educating children is a serious matter, for which planning (and saving) cannot be done soon enough. Fortunately, there are options that can ease the burden of setting aside what will be needed to take care of education costs when they finally need to be paid.

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Retirement Planning

Retirement planning begins with what you need to do before you retire to ensure sufficient wherewithal to maintain your lifestyle. And it continues with how you will need to adjust when your income shifts from employment earnings to earnings on investments perhaps supplemented by Social Security and/or pension income.

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For more information about our services, please contact us.

For more information about our services, please contact us.

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