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Financial & Retirement Planning Services
401K and IRA planning services
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Determine Your Risk Tolerance
We use cutting edge technology that pinpoints your acceptable levels of risk and reward with unparalleled accuracy. This helps us ensure that your portfolio aligns with YOUR investment goals and expectations. Together we can take the guesswork out of your financial future.
Recent Financial News
Tax season is in full swing, and two important filing deadlines are coming up:
📅 March 17 – Deadline for S Corporations and Partnerships
📅 April 15 – Deadline for C Corporations
If we’ve already discussed your return, no worries — we’ve got everything under control! If not, let’s get the ball rolling. Reach out to us today, and we’ll make sure you’re all set.

On National Wear Red Day (Feb. 7), we honor the fight against heart disease, a leading cause of death in the U.S. Many forms of heart disease can be prevented with awareness and lifestyle changes, but the symptoms are often misunderstood. Here's a look at some symptoms to watch for — and some that might surprise you: ❤️Chest Pain or Discomfort — Often felt as pressure or tightness, this is the most recognized symptom. ❤️Shortness of Breath — Especially during rest or mild activity, shortness of breath can be an early sign. ❤️Fatigue and Weakness — Unexplained tiredness, even without exertion, could signal that the heart isn't pumping effectively. ❤️Swelling — Swelling in the legs, ankles, or abdomen may indicate heart valve or muscle issues. ❤️Lightheadedness or Dizziness — Feeling dizzy or faint could be a sign of irregular heartbeats or other heart conditions. ❤️Pain in the Neck, Jaw, or See More

Did you know that life insurance can be a powerful way to support the causes you care deeply about? Swipe through to explore how life insurance offers an opportunity to make a lasting impact and leave a meaningful legacy for your favorite charities.
Want to learn more? Contact our team today to discuss how life insurance can align with your charitable goals.

Sports and finance share a love for numbers! 🏈 As we gear up for the big game, let’s break down some incredible stats that show how numbers drive the biggest night in professional football.
Swipe through to learn more. And if you're ready to plan for your next big financial win, our team is here to help. Contact us today!

We can’t predict life’s rainy days, but we can plan ahead to weather them. Life insurance isn’t just about protection — it can also serve as a financial tool throughout your life, offering support when times get tough. Let’s help you prepare today so you can face tomorrow with peace of mind.
Contact our team to learn more about your options and start planning ahead!

Are you expecting a ring this Valentine’s Day? We’re here to offer a few budgeting tips for those planning a wedding. Swipe for more ➡️
A good marriage begins with healthy communication, including finances. From ring to retirement, we’re here to help you build a strong financial foundation. Reach out to our team for personalized advice!

Happy New Year! As we reflect on the gains from 2024, there's much to anticipate for 2025 in the U.S. financial markets. The question for many is whether earnings growth will persist and how interest rates might shape the year ahead. Swipe through for more insights.
And as always, reach out to our team with any questions or needs. We are always here as a resource for you.

It’s Pay Your Bills Week! Paying bills on time is one of the simplest ways to build financial stability and reduce stress. Not only can it save you money by cutting down on late fees, but it can also boost your credit score! Swipe through for tips to help you stay organized and keep on top of payments.
Ready to explore more ways to streamline your financial management? Contact our team for personalized guidance!

Financial Articles

What Employers Should Know About 401(k) Vesting Schedules
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Contribute to IRAS & HSAs Before Tax Day
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Financial Market Update – Week of 12/16/2024
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