Let Us Design Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
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, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Learn about the risks of not having health insurance in this informative article.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Medicare’s popular program, offering free gym membership and health education.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Military families face unique challenges, making personal finance even more critical.
Take the guesswork out of your IEP or SEP with this helpful article.
Use this calculator to estimate your capital gains tax.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
How does your ideal retirement differ from reality, and what can we do to better align the two?
$1 million in a diversified portfolio could help finance part of your retirement.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
What if instead of buying that vacation home, you invested the money?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
You’ve made investments your whole life. Work with us to help make the most of them.