Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who are patient and understand the importance and value of professional advice and guidance.
Whether you’re facing retirement—or looking to better steward your Finances—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
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
At what point can you call a personal vehicle commercial?
It's important to understand how inflation is reported and how it can affect investments.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Here are six flags that may make your tax return prime for an IRS audit.
Healthy habits are one of the greatest gifts to give your child.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
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.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Around the country, attitudes about retirement are shifting.
Here’s a crash course on saving for college.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Women must be ready to spend, on average, more years in retirement than men.
What does your home really cost?
The market is as unpredictable as the weather. We’d love to help you prepare.