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Supporting Loved Ones: Your Source for Financial Guidance

Your friends and family deserve the best financial guidance. Our team is ready to serve the ones you love the most.

ARE 401(K) LOANS A GOOD SOLUTION?

According to Bankrate.com, 19% of Americans tapped their retirement savings last year to cover the cost of an emergency. Most people need to borrow money at some point, but is borrowing from a 401(k) plan the best solution?

WHAT LENDERS LOOK FOR ON A CREDIT REPORT

“Soft” inquiries are made when you or an existing creditor checks your report; “hard” ones appear when you apply for credit.

WHAT HAPPENS TO ME IF SOMETHING HAPPENS TO YOU

Have you ever wondered what would happen to you if something happens to your financial advisor? It's not something we like to think about, but it's important to be prepared.

ARE YOU PROTECTING YOUR CREDIT STANDING?

A clean, accurate credit history is a critical piece of the personal-finance puzzle. Staying on top of your credit standing over time can mean big savings since credit scores often determine your access to loans, interest rates, and monthly payments.