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Defending Your Financial Future

550 N. 5th St. Ste. 319
Rapid City, SD 57701

Phone:

Cell: 605-519-2286

E-mail:

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Welcome to Our Website!

Our hope is that, by giving you the chance to see who we are and how we work with our clients, you'll give us the opportunity to get to know who you are!
 

Finances are a very important part of everyone's life.  Some people enjoy the challenge it brings, and for others, it is always on the top of the To-Do list but never gets checked off. We're here to walk alongside you by offering guidance, encouragement, implementation, and education. We look forward to getting to know what is important to you to help you achieve your goals. 

Our first consultation is always complimentary. It is important that we get to know one another to ensure that we will work well together before any action is taken. Please send us an email or give us a call to set up an appointment. We look forward to meeting you!

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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This calculator can help you determine whether you should consider converting to a Roth IRA.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Use this calculator to determine whether you qualify for the different types of IRAs.

Use this calculator to estimate how much income and savings you may need in retirement.

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