Your Role

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Creating an insurance and financial blueprint is a two-way street, which means that the key to getting maximum value from our relationship is communication and candor.


It’s important to:

  • Get acquainted. Please contact us to arrange a meeting to review your situation and discuss the products and services that can help you.

     
  • Educate us.  We are not mind readers.  We may anticipate many of your needs, but will not assume anything. That's why it's so important that you be candid in providing information.

     
  • Educate yourself. At the same time, you too should ask a lot of questions. Be inquisitive. Ask us for details and explanations about recommendations and how certain plans may work. Remember, the only "dumb question" is the one that isn't asked.

     
  • Make it a team effort. Let’s work together. Listen carefully to the recommendations, but remember — all decisions are yours. Make sure you're comfortable with the outcome.


 

Calculators

  • Retirement Plan Early Distribution

    Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

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