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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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<p>&#8220;Dirty Dozen&#8221; Tax Scams to Watch For</p>

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
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<p>How Insurance Deductibles Work</p>

How Insurance Deductibles Work

Knowing how insurance deductibles work can help you save money and give you peace of mind.
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<p>A New Way to Look at Your Bucket List</p>

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.
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