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Our Process

Our Process

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... no copy here ...
... no copy here ...

... no copy here ...

... no copy here ...

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<span><b>Focused On Your Financial Future</b></span>

Focused On Your Financial Future

At Estate & Financial Strategies, we help you attain and maintain your standard of living and quality of life. You never have to worry about running out of money, no matter how long you live. 


Let us help you on your path to financial freedom and retirement.

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It's not about what you make... <br/>it's about what you keep.&#160;<br/>

It's not about what you make...
it's about what you keep. 

Let Estate & Financial Strategies help you be a good steward of your wealth. We've always believed that people can live a better life if their finances are properly managed and well-understood. This inspired us to pursue a career in financial services to help people live a life focused on what’s truly important.

  • Retirement Planning

    What will you do when the paychecks stop? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

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  • Estate Planning

    Let Estate & Financial Strategies educate you on the 5 essential documents that form a foundation of a good estate plan. Revocable Living Trust, Pour-Over Will, Power of Attorney, General Durable Power of Attorney for Assets, and General Durable Power of Attorney for Healthcare.

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  • Lifestyle

    Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual enjoy the journey.

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Resources

We want out clients to be financially savvy. Browse our library to start your path to financial education.

How Women Can Prepare For Retirement

How Women Can Prepare For Retirement

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Making a Charitable Contribution

Making a Charitable Contribution

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Six Surprising Facts About Retirement Confidence

Six Surprising Facts About Retirement Confidence

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Saving Early & Letting Time Work For You

Saving Early & Letting Time Work For You

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How to Read Your Credit Report

How to Read Your Credit Report

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Put It in a Letter

Put It in a Letter

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What is most important to you?

Our professionals have over a century of combined experience in the financial services industry. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

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Fill out the form and we’ll be in touch to talk about your financial needs.

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