Investments & Financial Strategies
Our mission is to provide and support quality financial strategies for our customers. Our approach of listening to our clients needs and goals and a commitment to customer service are keys to our success.
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Learn moreOur mission is to provide and support quality financial strategies for our customers. Our approach of listening to our clients needs and goals and a commitment to customer service are keys to our success.
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.
The U.S. economy grew in the third quarter of 2023, despite high interest rates and unsettling geopolitical conflict. This article discusses market conditions and economic forecasts for 2024.
This calculator is designed to help you attach a dollar figure to your life’s work.
This calculator can help you determine how soon you can pay off your mortgage.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Determine whether you should consider refinancing your mortgage.