
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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The Inflation Experience is Painful – and Personal
This article discusses consumer price index categories, how they’re weighted, and the top drivers of inflation over the past year.
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HOT TOPIC: What Does a Strong Dollar Mean for the U.S. Economy?
This article looks at why the dollar is surging and how the strong dollar may affect U.S. consumers, businesses, and the broader economy.
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HOT TOPIC: Unpacking the Inflation Reduction Act: What’s in It?
This article provides an overview of provisions that could affect consumers and businesses, including clean energy tax credits, Medicare changes, and new corporate taxes.
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Sticker Shock Is No Joke for Car Buyers
This article discusses recent trends affecting the automotive market and includes suggestions for those who want to purchase a vehicle.
Calculators
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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.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.