We Help Clients Prepare for Their Future.
We help people better prepare for the future. Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future.
After many years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial goals.
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Are You Safer having Your Home Paid Off?
Home ownership is such a personal thing and the thoughts centered on your home are often emotionally charged. Having ones home paid off has been the American dream since the pilgrims landed at Plymouth Rock. If what you believed to be true turned out not to be true, when would you want to know? Most…
Your Personal Economic Model®
One of the tools we are able to utilize when discussing the best course of action to secure your financial future is known as the Personal Economic Model®. Much as a medical doctor would use an anatomical model to convey medical concepts, we use the following model to convey financial concepts. This model offers a…
Should I Pay Cash or Finance?
If you’re thinking about whether to finance a purchase or pay cash, consider this. If you can borrow money at a lower interest rate than you can earn on the money you invest, the option to borrow becomes cheaper than to pay cash. Whether or not you pay cash for a large purchase or finance…
