A Foundation for Your Investment Future
We consider ourselves a resource for investment ideas and income solutions. We seek a relationship where mutual respect and a desire to grow net worth are shared. A comfortable place you can relax and ask questions, never forgetting that it's your money we're talking about.
Newsletters
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Leave a Lasting Gift with an Ethical Will
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
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Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
The SECURE 2.0 Act includes two new provisions related to college savings and funding. Learn more in this article.
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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Calculators
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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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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.