Our Mission:
We help people live out their dreams. Seeing the feeling of security in their eyes when they realize all their hard work will generate a lifestyle of comfort and at the same time, they know someone is there to look over all of it and protect their future.
“Navigators of your Financial Future”
Here are the principles of how we live that every day:
The Process
To help you implement a plan for your financial future and life goals with strategies to reach those goals with Honesty and Integrity in a trusted relationship.
The Focus
To provide confidence and security with continued guidance and management in all areas and times of need with Flexibility in life's ever-changing moments and still reach those goals.
The Goal
Remain Dedicated to helping the everyday professional reach financial security in retirement, and continue that partnership throughout their lives to insure the fulfillment of their goals and quality of life
Securities and Advisory Services offered through Cadaret, Grant & Co., Inc.,
a Registered Investment Advisor and Member FINRA/SIPC.
Securities & Investment Advisors, Inc. and Cadaret, Grant & Co., Inc. are separate entities.
**For Medicare Advantage Plans/Supplements: We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. (TTY users should call 1-877-486-2048), 24 hours a day/7 days a week**
Newsletters
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ISM Indexes Watch for Trouble on Both Sides of the Economy
Two different Purchasing Managers Indexes are generally considered to be leading economic indicators that can help businesses and investors make more informed decisions.
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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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HOT TOPIC: What Stubborn Inflation Could Mean for the U.S. Economy
This article looks at some of the reasons behind the inflation numbers, the likely effect on Fed decisions, and the potential economic impact.
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How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
Calculators
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Savings Accumulation
Estimate the future value of your current savings.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.