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.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Retirees traveling abroad need to know that their health insurance travels with them.
Use this calculator to estimate your capital gains tax.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
It's easy to let investments accumulate like old receipts in a junk drawer.
There are a few things to consider when buying or leasing your next vehicle.
Check out this video to begin separating fact from fiction.
With alternative investments, it’s critical to sort through the complexity.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Do you have causes that you want to support with donations?