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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Ascertaining the value of your business is important for a variety of reasons.
Assess how many days you'll work to pay your federal tax liability.
Estimate your monthly and annual income from various IRA types.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What does your home really cost?
There are things you can do to keep yourself safe when you lose your wallet.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
It's easy to let investments accumulate like the junk in a junk drawer.