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Financial Planner 
We are equipped to help you with your planning needs so start planning and stop procrastinating!
- Retirement Planning: A secure, comfortable retirement is every worker's dream. And now because we're living longer, healthier lives, we can expect to spend more time in retirement than our parents and grandparents did. With proper planning and diligence, you may have a better chance to be among those who can retire in comfort. Use our retirement calculator to calculate how much you need to save for retirement.
- College Planning: Effective College planning requires a sophisticated knowledge of the complex elements which determine a student's aid eligibility coupled with sound financial skills. It can be useful to utilize a professional planner who has the experience to guide you through the process and ensure you're not losing financial aid dollars.
- Estate and Gift Planning: Estate and gift planning is making the most of what you have, both now and after your death. Planning allows you to arrange your affairs according to your wishes. You coordinate the use and distribution of your property. This would include gifts to individuals, charities and bequests. Use our estate planning calculator to help you determine what your estate is worth.
- Elder Citizen Planning: Today, older Americans face financial challenges that previous generations could not even imagine. We understand that the golden years are a time when you may be asked to make some of the most significant financial decisions of your life (Social security, Medicare, long-term care, etc). These important decisions will determine how you and your family will live for years to come. We can help you understand your current financial position and assist you with the creation and maintenance of a financial plan designed just for you.
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