Limitations in cognitive and physical health are the primary reasons why older adults need help with their daily activities. As we age, we can’t rule out the possibility that we may develop an impairment affecting our independence. According to The National Institutes of Health, which is a part of the U.S. Department of Health and…
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Summer has arrived. And with that, several important dates are right around the corner. Make sure to make note of all the upcoming deadlines. Download- Summer Key Dates
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With our new partnership with Independent Property and Casualty Group (IPCG), it’s simple to get a quote and place a policy. IPCG is nationally recognized by Allstate, Travelers, Nationwide, Progressive, and more – so you can rest easy knowing you’re in good hands. Contact us today to learn more about the benefits property and casualty…
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Excited to be included on the 2024 Advisor to Watch list by AdvisorHub! Out of thousands of nominees, we secured a spot on the list of the top 200 RIAs nationwide. Firms were ranked on scope, growth and professionalism. See Article and Full List Here
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If you got hit by a bus tomorrow, would your loved ones know how to access your important records? Would they know which accounts you hold and where your money is? What about insurance policies? Real estate ownership papers? You may have your records organized in a way that works for you, but imagine what…
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It’s as easy at 1-2-3 with our new partners, Independent Property and Casualty Group! All you need to do is: 1. Request a quote 2. Find the best plan and rate 3. And you’re done! They’ll take care of the rest Reach out to us today to see how easy it can be! Get personalized…
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We’ve all read or heard the stories. Someone passes away without a will, and potential heirs sharpen their knives in a free-for-all that can take years to play out in court. The emotional toll is immeasurable, with relationships incurring irreparable harm that can last generations. Only one-third of Americans have a will or a plan…
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With the help of Independent Property and Casualty Group, or IPCG, we’ll be able to provide you the best value in a customized plan that fits your needs. Reach out to us today to learn more about our new partnership and how it can work for you! Click here for a personalized quote
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May Newsletter: 7 Disciplines That Lead to Happy Retirement Much has been written about saving for retirement, and we adhere to the principle that financial security is a key component to a successful retirement. Many of you are on that road right now, while others are accessing the savings accumulated over a lifetime. Knowing how…
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How do you vision spending your retirement? This month we will be focusing on retirement planning. Retirement is a totally new stage of life. With some careful prioritizing—and collaborating with your financial professional—you can design a working plan for retirement that may surpass all your expectations. Download article here
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