Your Financial Future
Today's economic environment presents many challenges. But along with these challenges come opportunities and potential rewards for those who can identify long-term trends.
Whether you're preparing for retirement, college savings, or estate planning we can help you address your most pressing financial matters.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our site is filled with educational videos, articles & presentations designed to help you learn more about the world of personal finance.
We can help you address your needs of today and for many years to come. We utilize a stringent process to customize a financial plan for you. Retirement planning has never been more important or more difficult. We can provide clarity.
We work with retirees, families & companies across the country. We look forward to working with you through all the stages of your life.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Knowing the rules may help you decide when to start benefits.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
This calculator helps estimate your federal estate tax liability.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
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.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Agent Jane Bond is on the case, cracking the code on bonds.
There are hundreds of ETFs available. Should you invest in them?