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.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Do you have an estate strategy? You should.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you should be saving for college.
This calculator can help you estimate how much you may need to save for retirement.
Principles that can help create a portfolio designed to pursue investment goals.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What is your plan for health care during retirement?
Why are 401(k) plans, annuities, and IRAs so popular?