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Customized Strategies

We illuminate your financial future by utilizing State-of-the-Art technology and LifeTyme customized strategies for overall wealth.

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We help our clients design an investment strategy tailored to their unique needs and their true purpose for money.

Serving Business Owners

Running a small business isn’t easy. We work with you to develop comprehensive strategies that focus on mitigating tax liabilities.

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Planning & Advisory Services

Create a lasting legacy. It is important to coordinate all aspects of your finances to help accomplish your highest purpose.

Investments

Invest in what matters. We believe there is wisdom in systematically saving over a period of time using a principled investment strategy.

Insurance

Protect what’s important. We believe that purchasing appropriate insurance doesn’t demonstrate a lack of faith but rather prudent planning.

Helpful Content

How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.

 

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Retirement Redefined

Around the country, attitudes about retirement are shifting.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Rightsizing for Retirement

What does your home really cost?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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