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We are passionate about our clients. Whether your needs are simple or complex, financial planning without concern for the people involved is meaningless.
Our process starts and ends with you. We encourage you to explore our website and learn more about the services we offer, who we are and WHY we do what we do. Please feel free to contact us with any questions.
Explore the unique features and risks of indexed annuities and their potential role in investors’ retirement income strategies.
Some businesses are exposed to risks that may call for a specialized type of liability policy. Does your business have appropriate coverage?
This article outlines the basic provisions of income-driven repayment plans that can help reduce the burden of federal student loans.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Compare the potential future value of tax-deferred investments to that of taxable investments.
This calculator can help you determine how soon you can pay off your mortgage.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 27,685.38 | -2.29% |
| Dow Jones Transportation | 11,604.82 | -2.32% |
| Dow Jones Utilities | 891.98 | -0.19% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.
