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You can rely on our knowledge of the financial markets to give you the confidence that our tailored approach to your goals can help secure your financial future.
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You can trust that our experienced team is well versed in all aspects of wealth planning for individuals, families and business owners.
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You can bank on smart answers across the full breadth of your financial and investment planning needs, objectives and goals.
“We do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams.”
- Carl “Brandt” McDonald, Jr.Contact Us
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
To choose a plan, it’s important to ask yourself four key questions.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Life insurance proceeds are generally tax-free. But not in all cases.
Calculating your potential Social Security benefit is a three-step process.
Read this overview to learn how financial advisors are compensated.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here are five facts about Social Security that might surprise you.
There are hundreds of ETFs available. Should you invest in them?
There are three things to consider before dipping into retirement savings to pay for college.
Here is a quick history of the Federal Reserve and an overview of what it does.
In life it often happens that the answers to our most pressing questions are right in our own backyards.