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Financial Planning

The experience needed to understand your game plan and help you accomplish it.

Our Approach
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Wealth Management

Multiple investment options help diversify your portfolio and manage risk.

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Trust Services

Tools and guidance to help manage your assets during your lifetime and beyond.

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Social Security Wage Base for 2025 Is Highest Yet

The Social Security wage base (also called the “contribution and benefit base” or the “taxable maximum”) is the amount of earnings subject to Social Security tax in a given year.

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How Much Can You Afford?

An old rule of thumb said that you could afford to buy a house that cost between one and a half and two and a half times your annual salary.

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IRA Strategies During Uncertain Markets

Recent tariff-related market gyrations caught the attention of many wary investors, including IRA owners.

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