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Where do you want to go? We'll get there, together. 

In today’s financial environment, you are constantly faced with threats to your economic well-being. The challenges you face on a daily basis will affect the quality of your life today and perhaps the lives of your children and grandchildren. Today, Americans are living longer. Their greatest fear is running out of money – many will ultimately outlive their savings. That’s why managing your financial affairs is so crucial.

It is of the utmost importance that today’s Americans understand the importance of preserving their wealth and protecting their assets from excessive taxes, probate costs, nursing home costs and an up-and-down stock market. This understanding requires a little bit of time, conviction, open-mindedness and a commitment (and willingness) to learn and change.

<strong>Our Standard</strong>

Our Standard

We create strategies tailored to your goals.

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<strong>Our Philosophy</strong>

Our Philosophy

Without any conflicts of interest we put your needs first.

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<strong>Tax Hub</strong>

Tax Hub

Strategies and tips for filing and long-term planning.

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<strong>Infinite Resources</strong>

Infinite Resources

Want to learn more about retirement, Social Security, or estate strategies? 

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<strong>Ask Yourself These Four Important Questions</strong>

Ask Yourself These Four Important Questions

  • What rate of return do I need to earn on my savings and investment dollars to be able to retire at my current standard of living and have my money last throughout my life expectancy?
  • How much do I need to save on a monthly or annual basis to be able to retire at my current standard of living and my money last throughout my life expectancy?
  • Doing what I am currently doing, how long will I have to work to be able to retire or be financially independent and live my current lifestyle till life expectancy?
  • If I don’t do anything different than what I am doing today, how much will I have to reduce my standard of living at retirement for my money to last throughout my life expectancy?
<strong>Your goals are our goals.</strong>

Your goals are our goals.

My goal is to provide my clients solid, easy-to-understand financial and estate planning advice to arm them with the knowledge needed to make sound decisions. A lack of knowledge and procrastination can wipe out years of savings, not to mention a few hopes and dreams. However, proper planning and investment strategies will ensure a brighter retirement and keep your money where it belongs – with you and your family.

<strong>Where do you want your financial roadmap to take you?</strong>

Where do you want your financial roadmap to take you?

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.



Ed Slott’s Elite IRA Advisor Group™ is solely an indication that the financial advisor has attended training provided by Ed Slott and Company, passed bi-annual examinations on material covered at conferences and in webinars, and met other membership requirements and does not constitute an endorsement of any kind. Ed Slott’s Elite IRA Advisor Group™ members pay a fee for the educational programs that allow them to be included in the Ed Slott’s Elite IRA Advisor Group™. Membership does not guarantee investment success.

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