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Financial Planning

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Addressing the financial questions and needs of our Clients for a better financial future is what we are all about.

Financial Planning

This Financial Guide tells you how to begin the financial planning process. It provides worksheets to help you find out where you are financially and where you want to be in the future. It will help you identify your goals, determine your net worth and cash flow, plan to achieve your goals as well as begin to put your plan into action.

Access the guide here.

Creating a Budget

A budget is an essential component of your financial plan. Not only does it force you to monitor your spending, it enables you to focus on which items (such as loans and credit card debt) you can pay off or pay down so that you can accumulate funds for retirement, education, or buying a home.

Here is a guide to effectively organizing and keeping a check on your expenses.

Debt Counseling Calculators

Please try our wide variety of interactive financial problem solvers.  You can access it here.

Credit Card Debt

Using your credit cards wisely is largely a matter of being informed - e.g., how much your card company is charging you for credit - and by following some simple tips for using the card.

Access everything here.

Retirement Planning

The number of people who are financially unprepared for retirement is staggering. One study revealed that more than half of the adults in the U.S. were planning to depend solely on Social Security for retirement income. Another study indicated that the great majority of Americans do not save nearly enough money.

This Financial Guide provides you with the information you need to get started on this important task.

Home Purchasing

Once you are ready to buy a home, you will need to be as informed as possible. This guide discusses how much money to save for a down payment, how to work with a real estate agent, how to negotiate, and what you need to know about closing on your new home--including fees and other costs.

Access the guide here.

College Loans

How can you properly fund your children's education without draining your current cash flow? What should you do if they are a few years away from college and your education fund won't be enough? How can you increase your chances of getting financial aid? What tax benefits might be available to you?

The Financial Guide here answers these questions.

Buying or Leasing your car

If you are looking for information on buying a car or leasing a car, this section has several articles pertaining to buying an automobile and the maintenance of the car.

Access our guide here.

Purchasing Insurance

Insurance is a major decision when you are looking to purchase insurance, this section you will find several articles related to various types of insurance that you might be seeking to purchase.

Access our guide here.

Credit Reports

Access our comprehensive guide here.

Advise and Planning: Guides, Questions, Calculators

Why leave your money sitting in a bank account earning for other people when you can put it to work for yourself? This section is dedicated to tested and proven investment strategies and concepts.

Access everyting here.