Our Resources

Financial planning can be overwhelming at times but we pride ourselves on providing information that is easy to understand and easy to access so that you can make the best well-informed decision for your families needs.

Downloadables

Essential Financial Data 2023 PDF - Retirement contributions limits, income limits, tax brackets, and more, all on one form.

Legacy Path PDF - Our process of financial planning, laid out in a simple path.

Financial Summary Form PDF - A form to help you see where you stand and set some goals and action items.

Check Out These Videos!

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

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