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Could you improve your investing approach? An investment review helps assess your investment accountants, fees, and risk exposure.

Find out what you’re doing well, how you could improve, and where an advanced expert may be able to help.

According to a recent survey from Voya Financial, 80 percent of those with retirement plans have avoided reviewing or making any changes over the past year.

The fear of doing something wrong can often overtake the fear of doing nothing but leaving the plan untouched can be just as disastrous. Make sure your plan fees and investment choices are maximizing your chances of hitting your retirement goals.

There are hundreds of combinations of ways a single person or a married couple can elect their Social Security benefits and choosing the wrong option can cost tens of thousands of dollars throughout your retirement.

A Social Security Plan Review can help develop your customized Social Security claiming strategy that will pay the most over a lifetime.

Preparing for the costs and academic challenges of higher education is a process that should begin several years before college begins.

Parents can play a key role in their child's future by recognizing all of the necessary steps for college readiness.

Everyone knows that it is important to have some of your money in safe options for a rainy day. But what is the best place to keep that money, and how much should you keep?

Doing a Safe Money Review will ensure that you are prepared for all of life’s curve balls, without forgoing more growth potential than necessary.

Life insurance helps secure your family’s financial future and ensures that the estate that you’ve worked hard to build will be allocated to the beneficiaries you have chosen.

As your life situation changes through the years, so do your insurance needs. A regular review of your life insurance coverage is important to make sure you are adequately insured, not over paying in premiums, and have the best policy to fit your individual needs.

Most of us insure our car, house, personal property, health, and life. The chances are 50/50 that you will need some type of long-term health care. However, the common perception that long-term care means spending years confined to an assisted living center or nursing home isn't the whole picture.

If you don't have long term care, or you have an old policy, you may want to carefully consider your options by doing a Long-Term Care Review.

Your most valuable asset isn't your house, car or retirement account. It's the ability to make a living. Disability insurance pays a portion of your income if you can't work for an extended period because of an illness or injury.

If you don't have disability insurance, or you have an old policy, you may want to carefully consider your options by doing a Disability Insurance Review.

When looking into home and auto insurance companies, you'll want to consider the company's financial stability, the level of coverage you're getting, customer service, how they handle claims, their sub-limits when covering personal property, and policy cost.

If you don't have home or auto insurance, or you have an old policy, you may want to carefully consider your options by doing a Home/Auto Review.

An estate plan goes much further than a will. Not only does it deal with the distribution of assets and legacy wishes, but it may help you and your heirs pay substantially less in taxes, fees, and court costs.

Many people review their estate plan at a regular frequency. The general recommendation is at least every three years or when there is a life event.

A Charitable Planning Review is designed to provide an overview of the benefits of incorporating charitable giving into your financial planning including common techniques to maximize philanthropic, tax and legacy planning goals.

Like most financial matters, there may be tax and legal rules that apply to your specific circumstances.

Business Owners are typically busy working in their business and unfortunately overlook some of their Business Fundamentals.

Do you have a Buy / Sell? Is it funded? When was the last time it was reviewed? These are an example of a few items we look at.

This review will allow you peace of mind to know your Business Fundamentals are in good order.

Business Owners are typically busy working in their business and unfortunately overlook some of their Business Fundamentals.

Do you have Key Person Coverage? How is it funded? When was the last time it was reviewed? These are an example of a few items we look at.

This review will allow you peace of mind to know your Business Fundamentals are in good order.

Commercial Insurance coverage is unique just like your business.

A review will allow you to examine your current coverage package and optional coverages while making sure you secure the best price possible.