FIND THE ANSWERS you’ve been looking for
To help guide you on your journey, we’ve put together some of the most frequently asked questions. We believe that knowledge is power.
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A financial advisor can simplify your financial life by serving as the go-to financial coordinator, bringing in outside experts when necessary. During the ups and downs of life and the markets, we can provide an objective, measured perspective on your investments and financial plan.
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We are a family here to serve other families. With two generations of advisors, you get both experience and an innovative point of view. We will be your team for the long term.
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We help you map out a plan to your short- and long-term financial goals through a comprehensive analysis of your specific situation. We then design a financial plan, put it in motion and monitor the markets and your investments to help you stay on track so your money is working hard for you.
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A time horizon is the amount of time you expect to hold an investment until you need to access the money. An example of a medium-term time horizon is saving for a child’s education. An example of a long-term time horizon is saving for retirement that is a decade or more away.
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Risk is the degree of uncertainty or potential financial loss inherent in an investment decision.
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You should always ask your financial advisor about their investment philosophy, education, certifications, how their fees work and how they will help keep you on track for your goals.
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There are a number of ways to build an income stream in retirement, and you’ll likely combine several sources. We can help you strive to maximize your Social Security and other income streams so you can live the lifestyle you desire.
