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Surprise! You’ve Got Money! 18 Years’ Worth of Days Bridging the Confidence Gap The Cycle of Investing

Guiding Clients Toward Financial Goals While Providing The Guidance They Need

There are many questions that need to be answered. These are important questions that will impact if and when you reach your financial dreams. Do you know the right questions to ask? What if you make the wrong decisions? Is it too late to fix them? How will your decisions or lack thereof affect your retirement?

The professionals at Estate & Business Planning Group are uniquely qualified to show you the right questions to ask and the answers you need provide the guidance that you want. For almost 25 years, the team at Estate & Business Planning Group has been helping families get to retirement....and stay there.

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Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

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Important items to consider when purchasing condo insurance.

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Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.