One of our primary goals is to develop a long-term, trusting relationship with you. We look to accomplish this goal by placing great importance on your questions and concerns. Your agenda is our agenda.Read More
We aren't tied to products or services from a single company or family of companies but are free find those products and services that may be most appropriate for our clients.Read More
We understand today’s financial environment. We understand that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.Read More
You can access your account information anytime, day or night. We encourage you to contact us when you have questions about your portfolio.Read More
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Here's a breakdown of how the federal government spends your tax money.
Here’s a guide to explain all the parts of Medicare.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Making the most of surprises is a great reason to work with us.
With alternative investments, it’s critical to sort through the complexity.
Here’s a crash course on saving for college.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.