Helping individuals, families and businesses achieve financial freedom.

 

 

 

 

Our Firm offers financial guidance in the following areas:

Estate Planning

Retirement Planning

Financial Planning

Business Planning

College Planning

Corporate Education Seminars

Special Needs Planning

Wealth Management

Investments

We have representatives in this office licensed and registered to offer products and services in [VA, NC, FL, WV, CA, MD, PA, GA, NJ, SC, NV]. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.

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Life Expectancy Calculator

What is your life expectancy?

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Strength and Stability

It’s times like these that set us apart. Keeping our promises

Learning Center

A library of tools to educate you on a wide variety of financial topics.

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Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

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Newsletters

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

Never Retire? Don't Count on It

In a recent survey, just 40% of wealthy individuals indicated they are totally confident they will have enough money for retirement. The other 60% said they will shun traditional retirement and work as long as possible. However, it could be dangerous to believe that a retirement income shortfall can be overcome by working past the traditional retirement age.

Managing Cash When Interest Rates Are Low

It's generally a good idea to keep three to six months of income in an emergency fund, but where should cash be kept when interest rates are low? This article discusses the advantages and disadvantages of savings accounts, certificates of deposit, and money market funds.

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