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Headed by Patrick Minskey MBA, CFP, AAMS, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
With You in Mind
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The federal government requires deceased individuals to file a final income tax return.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Can you keep up with your children’s mobile slang?
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
This calculator shows how inflation over the years has impacted purchasing power.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Here’s a quick guide to checking to see if you have unclaimed money.
That big list of dreams and goals isn't the only way to look at your bucket list.
What does your home really cost?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The market is as unpredictable as the weather. We’d love to help you prepare.
You’ve made investments your whole life. Work with us to help make the most of them.