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"Employ your time well, if you mean to gain leisure." - Ben Franklin

<p>Principles of Preserving Wealth</p>

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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<p>Your Changing Definition of Risk in Retirement</p>

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.
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<p>Suddenly Single: 3 Steps to Take Now</p>

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.
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"Helping in pursuit of your financial dreams" has always been my philosophy when creating sound financial strategies for my clients. For the past 30 years in the financial industry, through integrity, sound judgment and discipline, I've built relationships with my clients that are meant to last a lifetime. I listen to my clients and work to understand their true needs. Then, together, we develop a comprehensive financial strategy to help them achieve their financial goals.

<b>Who We Are.&#160;</b>

Who We Are. 

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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<p>What Is the Dividend Yield?</p>

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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<b>Where do you want your financial roadmap to take you?</b>

Where do you want your financial roadmap to take you?

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.

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