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We are a financial consulting and brokerage services firm on a mission to help organizations & individuals.
We help design and implement:
This article provides an overview of tax provisions and other issues to consider when making significant gifts to children or grandchildren.
A nonfungible token is a unique digital asset authenticated by blockchain. This article discusses its potential and potentially high risks.
Have you heard of the No Surprises Act? Taking effect in 2022, it helps protect consumers from large, unexpected medical bills. Learn more.
This article discusses college financial aid and some ideas that might help fund college while maintaining a solid retirement savings strategy.
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Compare the potential future value of tax-deferred investments to that of taxable investments.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.