“PEACE OF MIND” PROOF …. A true case story proving the value of our work for you.

It was October of 2008, when we received a call from an individual asking for our help.  She was 71 years of age with $200,000 invested.  […]

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Little known Planning Facts for 2011

Who knew?  These changes are very dramatic, and require a decision on your part, if you are approaching Age 60.  Anyone over Age 60, and less […]

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Your Choice … Roller Coaster? or Outsource the Stress!

Our Theme: GET SAFE and STAY SAFE in 2010. Riding the roller coaster may not be such a great strategy……. So we suggest that you outsource […]

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If a MONEY MARKET fund earned $65,000 and another MONEY MARKET fund, same deposit, same term, earned $3,444, wouldn’t you be asking questions?

We are pleased to share some research done for a client this week.  After the market meltdown in late 2008, many individuals sought safety in money […]

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