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
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Life insurance proceeds are generally tax-free. But not in all cases.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The latest trends in travel reflect a rich menu of exciting new possibilities.
These food myths will really put a drain on your wallet.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Agent Jane Bond is on the case, cracking the code on bonds.
Smart investors take the time to separate emotion from fact.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate