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
Building Your Legacy
A four-step framework for building a personal legacy.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Six overlooked tax deductions to help manage your tax bill.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Why are 401(k) plans, annuities, and IRAs so popular?
What is your plan for health care during retirement?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.