Providing Financial Peace of Mind

We collaborate with our clients to build and implement financial plans to help them reach their financial goals and achieve financial peace-of-mind. We are fee-only financial advisors and fiduciaries to our clients, so we accept no referral fees and sell no commissionable products.

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Retirement Planning and Reverse Mortgages

  One of the questions clients ask from time-to-time is whether we include their house as an asset when we do retirement planning. Typically, if the plan is to remain in the house for the duration of retirement, we don’t, but every now and then we do need to...

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A Comparison of Trump and Clinton Economic Plans

In our most recent newsletter, I discussed a few sources that offer aggregated polling information as polling averages are more instructive (and much less prone to cherry-picking) than any individual poll. For those of you who followed that advice, you’ve likely...

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