Navigating a clear course toward your financial security.

Financial Planning Advice - What You Should Know

We believe in educating our clients on all aspects of financial planning.  One way of accomplishing this is through written materials.  Our newsletter, Your Bottom Line, has been published quarterly since 1991 and is mailed to our clients and friends.  Your Bottom Line generally discusses contemporary topics in the financial arena.

Since Congress changes the laws every time it convenes, a certain amount of caution should be exercised when reading older newsletters that may have out-of-date provisions.

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