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How to Bake a Pie-R-A Forecast Retirement Redefined Acres of Diamonds

Your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

You share your goals and dreams.


Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

We help you plan for your future.


Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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This questionnaire will help determine your tolerance for investment risk.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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How federal estate taxes work, plus estate management documents and tactics.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

What Smart Investors Know

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Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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Would you guess that Millennials are effectively saving for retirement? Well, they are.

Emerging Market Opportunities

What are your options for investing in emerging markets?

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