Contribution Rates

Retirement Plan Assessment

“A goal without a plan is just a wish” – Antoine de Saint-Exupéry. When it comes to retirement planning, simply wishing or hoping that you will reach your goals is not enough. It takes proper planning, dedication and discipline to meet your needs. As a Certified Financial Planner™, I take pride in helping my clients…

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2016 Tax Reference Chart

An important component of a strong Financial Plan involves tax planning. For many of us, a New Year gives us an opportunity to revisit and evaluate our current financial plan. As you complete your financial checkup, utilize our 2016 tax reference chart for updated tax data. 2016 Tax Reference Chart

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