It’s more than investments. It’s about understanding the ‘why’ behind your decision to plan for your financial future. Our philosophy is simple. We want to provide the best People First service to each of our clients, offer clear and candid advice, and develop long-term, personal relationships so we can effectively advise you on the financial matters you face throughout your life.
Each of our clients has a different story. When you partner with us, we’ll create a customized plan to work toward your financial hopes, goals and dreams – from simple asset allocation to sophisticated estate or retirement planning strategies. Together, we’ll help build your future.
If you’re currently considering purchasing investment property, there are an equal measure of risks and rewards. Like any investment, risk can be managed, but you want to be aware of the risks prior to investing in property. And like any investment, there can be rewards, some quite large.
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other.
Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare benefits change from year to year, and 2021 is bringing an increase in premiums for participants. The good news is, there are other ways to save on Medicare costs.
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