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—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.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
An increasing number have been developed to help individuals with their personal finances.
How to help determine life insurance needs to provide for your family after you pass away.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
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.
Principles that can help create a portfolio designed to pursue investment goals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Investors seeking world investments can choose between global and international funds. What's the difference?
It's easy to let investments accumulate like the junk in a junk drawer.
Here are five facts about Social Security that might surprise you.
There are nearly 1,200 ETFs available. Should you invest in them?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.