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Baby Boomers

Planning for Life and Retirement

You’ve worked hard for your money. We can help you preserve it so that it continues to work hard for you well into a comfortable retirement.

Retirement Road Map

Do you know how much you need to be saving in order to retire on your terms? Do you know how much income your investments will provide once you do? We can show you the answers and help you develop a written plan to retire how and when you want.

Risk Review

Like it or not, proper insurance is essential to a sound financial plan. We can review your existing insurance coverage to ensure you have the proper protection – and that you’re not overpaying for it.

Investment Plan

We’ll help you develop a comprehensive investment strategy tailored to your personal goals and risk limits.


We can help you take advantage of the most tax-effective investments for your financial and retirement objectives.

Are you ready for…

Providing for Elder Parents

The illness of a parent can mean a significant change in your own life – both emotionally and financially. We can help you understand the financial implications, prepare for them before they occur and ensure that this difficult time is dealt with as painlessly and efficiently as possible for your entire family.

For useful articles and resources on how to financially prepare for ailing parents, visit SnapShots, which we proudly provide in association with Dynamic Funds.

Providing for Surviving Spouse

The death of a spouse or other loved one can change your life and financial goals significantly. Whether you’ve already experienced that loss or you simply want to provide for your spouse once you’re gone, we can suggest strategies for attaining your financial goals – both before and after a life-changing event.

We’re here for you when and if you need us. In the meantime, you can find useful resources for providing for a surviving spouse on SnapShots, which we proudly present in association with Dynamic Funds


The end of your marriage will invariably mean a shift in at least some of your financial goals. We’ll provide financial advice and suggest strategies for balancing your priorities and progressing toward your goals in light of your new situation.

Find useful resources on how divorce can change your financial future on Snapshots, which we proudly present in association with Dynamic Funds.

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