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
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
What kind of auto insurance should you have? Do you know?
Understanding the value of a home warranty.
It's important to make sure your retirement strategy anticipates health-care expenses.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to better see the potential impact of compound interest on an asset.
How federal estate taxes work, plus estate management documents and tactics.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How do the markets usually react to elections? Was the 2016 election any different?
Here’s a crash course on saving for college.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Do you know these three personal finance sayings?