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Certified Public Accountants & Wealth Advisers

Welcome to our Web site, where youll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
Were here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldnt want you to miss any developments in the area of personal finance.

Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Disability Income Insurance
How much Disability Income Insurance do you need?

This calculator is designed to help you attach a dollar figure to your lifes work.
More Calculators →

Tips for Healthy Life Insurance
If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.
A Graceful Departure
An exit strategy is important for any business owner who plans to leave the company he or she has nurtured and built.
A Potential Income Source for the Risk-Averse
Although no financial instrument is entirely without risk, the guarantees offered by a fixed annuity can help address the concerns of even the most risk-averse investors.
Are Target-Date Funds Off Target?
Target-date funds are not for everyone, so it's important to gather all the facts.
More Newsletters →

Educate yourself on a variety of financial topics.

A host of financial tools to assist you.

Timely Newsletters to help you stay current.

Manage your taxes and prepare for the upcoming tax season.

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