Wedding Bells

Get ready for the ride of your life.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Now that there’s two of you…

You may have some basic questions like:

  • How should you be filing your taxes?
  • Should you have separate or joint bank accounts?
  • Do you need a will?
  • Whose health insurance policy should you keep?
  • What kind of life insurance do you need?
  • How much can you spend on a home?

Building your financial future

Now’s the time to lay the foundation for a successful financial future. This means protecting against any unforeseen pitfalls that you may encounter over the years, and investing to reach your long-term goals.

  • Start saving 15% of your income toward your retirement.
  • Life insurance and disability insurance are designed to give you and your spouse protection from unexpected adversity. Life insurance provides income replacement in the event you or your spouse dies, while disability insurance can help keep your finances on track if one of you becomes sick or injured and can no longer work.
  • Opening an IRA — whether as a supplement to your employer-sponsored plan or as the core of your retirement savings — is a very smart way to help ensure that you and your spouse enjoy a comfortable retirement when the time comes.

We can help you make the right decisions for your future together.

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