Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement, responsible for your company's benefit plan—or looking to better understand certain investment ideas—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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
There’s a link between debt and stress.
There are things about Social Security that might surprise you.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
When you’re married and have children, insurance needs will be different.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Why have the markets been so volatile recently?
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Agent Jane Bond is on the case, cracking the code on bonds.
Here are five facts about Social Security that might surprise you.
The decision whether to buy or rent a home may have long-term implications.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
$1 million in a diversified portfolio could help finance part of your retirement.