Your Partner for Life's Financial Journey
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate planning, our personalized service focuses on your needs, wants, and financial goals and objectives.Contact Us
We can help you create a financial roadmap to help guide you today, tomorrow, and into retirement.Learn More
We strive to educate our clients and help them understand investing, insurance, wealth management, and estate planning.Learn More
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
It's important to understand the pros and cons when considering a prepaid debit card.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
A few strategies that may help you prepare for the cost of higher education.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator shows how inflation over the years has impacted purchasing power.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Do you have causes that you want to support with donations? Here are three tips.
What does your home really cost?
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?