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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Five creative (and inexpensive) ideas for motivating your employees.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Learn all about Medicare basics in this informative and insightful article.
One way to find money is to examine your current spending habits and eliminate money wasters.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
When to start? Should I continue to work? How can I maximize my benefit?
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
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.
The importance of life insurance, how it works, and how much coverage you need.
Learn how to harness the power of compound interest for your investments.
Savvy investors take the time to separate emotion from fact.
Learn about what risk tolerance really means in this helpful and insightful video.
If you died, what would happen to your email archives, social profiles and online accounts?
Explaining the SECURE Act and how the changes affect your retirement strategy.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.