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Building A Legacy That Lasts


When you work with us, you don’t have to take excessive risk to create and protect your wealth.

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| Are You Confident In Your Investment Portfolio?

Let our experienced advisors guide you through the complexities of the financial world and help you build a more protected and prosperous future.

Our Firm

Our Firm

Since 1986, our firm has been helping our clients achieve their most ambitious financial goals by following the values of insightfulness, integrity, honesty, and education.

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Our Services

Our Services

We specialize in investment planning, long-term care planning, disability income planning and life insurance to safeguard your financial future.

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Our Approach

Our Approach

We use the Living Balance Sheet technology as an approach to financial planning, ensuring a comprehensive view of your financial health.

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The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.
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3 Questions to Consider About Whole Life Insurance

WHY YOU SHOULD CONSIDER IT AND WHAT TYPE YOU MIGHT NEED.

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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Saving for College 101

Here’s a crash course on saving for college.
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Resources

Our goal is your success. Below are some resources to help you have a successful financial future.

Articles

A collection of handpicked articles.

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Calculators

Calculate elaborate financial decisions with total calculation.

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Videos

Even more videos to enjoy.

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Presentations

Managing your money involves more than simply making and following a budget.

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"We treat every penny personally"

- Larry Saffer

"When money is needed, nothing else will do."

- Larry Saffer

"Look before, or you’ll find yourself behind."

- Larry Saffer

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