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We believe financial planning is about the people, not just the money. We are relationship focused — we want to have lasting and meaningful relationships with our clients and enjoy being with the people we work with. This is the reason we have been in business for over 60 years.

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Tax Freedom Day

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.
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Four Great, Unexpected Places to Raise a Family

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.
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Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.
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