Understanding Today’s Financial Environment
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of planning for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
We are a team of experienced professionals, ready to help with your financial issues and concerns.Learn More
Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.Learn More
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
What can be learned from the savings rate?
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
How to help determine life insurance needs to provide for your family after you pass away.
Purchasing homeowners insurance is critical for protecting your home.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator demonstrates the power of compound interest.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Do you know these three personal finance sayings?
Making the most of surprises is a great reason to work with us.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.