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On Your Road To Retirement
We are your local investment and financial planning partner…big enough to deliver, small enough to care.
Follow along with Kurt's latest project: writing a book. Learn more about his book Road to Retirement and how it can benefit you.
You may have a few questions about the American Rescue Plan passed in 2021. This article lays out its key components. Come take a look.
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Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.
Get caught up on the latest market news with insightful and entertaining articles that we put out each week.
The Risk Number helps us ensure that your portfolio aligns with YOUR investment goals and expectations.
Built on a Nobel Prize-winning framework, Riskalyze quantifies the semantics of the financial advice industry, replacing confusing and subjective terms like “moderately conservative” and “moderately aggressive” with the Risk Number, a number between 1 and 99 that pinpoints a client’s exact comfort zone for downside risk and potential upside gain. Advisors then build an investment portfolio to match the client’s Risk Number and chart a clearly defined path to the client’s goals