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.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Second marriages are a trigger event to revisit any existing estate strategies.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Have you explored all your options when it comes to managing your taxable income?
What are your options for investing in emerging markets?
The market is as unpredictable as the weather. We'd love to help you prepare.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Here’s a quick guide to checking to see if you have unclaimed money.