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Financial Advice, Tailored To You

According to the IRS, nearly half of the taxes owed by current and retired federal employees are owed by retired Veterans. Are you ready for that transition?

Many people are not sure how much to save for retirement or what plan to save it in, and then there is the question of what investments to select?

Whether you are retired, still in service or already separated and working on your next career we can help you navigate the complexities of saving and investing for retirement in a tax efficient manner. 

Estimate Your RMD

Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
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Complimentary Consultation

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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