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Finding the right solution for your personal or business needs requires us to pay special attention to the circumstances of your unique situation. This is why our Financial Services Representatives take a needs-based approach to our insurance sales strategy.
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ABOUT US
Preparing for that next step in life isn’t always easy. The road to financial stability can seem complicated, time consuming, and difficult—perhaps even a bit overwhelming. Life is full of so many responsibilities and priorities that it can be hard to find time to start or even to know where to begin.
Read MoreNewsletters
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Building Blocks for Financing College with Less Debt
Financing a college education with minimal debt requires planning, saving, financial aid knowledge, research, and sound decision-making.
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Charitable Giving Can Be a Family Affair
Discover four ways to incorporate charitable giving into an overall financial plan that fulfills a family’s wish to “give back.”
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Balancing Medicare and Work-Based Insurance
Read about rules and other considerations faced by workers who are eligible for both Medicare and employer-based health insurance.
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When Two Goals Collide: Balancing College and Retirement Preparations
This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.