The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Today is the Beginning of your Future … Plan Ahead

The investment climate has never been more exciting or more challenging than it is today.

To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.

By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, our office maintains a constant commitment to putting service first.

If you would like additional information about our services, please don't hesitate to call or e-mail our office. We welcome the opportunity to speak with you in person, learn more about your financial concerns and share with you our approach to financial planning.

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Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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A special needs trust helps care for a special needs child when you’re gone.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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How do the markets usually react to elections? Was the 2016 election any different?

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