Caring
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.
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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.
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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.
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You can access your account information anytime, day or night. We encourage you to contact us when you have questions about your portfolio.
Read MoreHelpful Content
When Markets React
When markets shift, experienced investors stick to their strategy.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
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Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?