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
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Why are they made again and again? Making sense of these errors in judgement.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Learn about the average American budget in this fun and interactive piece.
It's important to understand the pros and cons when considering a prepaid debit card.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It's easy to let investments accumulate like old receipts in a junk drawer.
How does your ideal retirement differ from reality, and what can we do to better align the two?
It’s never a bad time to speak with your financial professional about changes in your situation.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.