Your Financial Future
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.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Understanding the value of a home warranty.
Six overlooked tax deductions to help manage your tax bill.
An inside look at how marginal income tax brackets work.
Gaining a better understanding of municipal bonds makes more sense than ever.
Don’t overlook the need for renter’s insurance if you rent your home.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How does your ideal retirement differ from reality, and what can we do to better align the two?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
If you died, what would happen to your email archives, social profiles and online accounts?
You’ve made investments your whole life. Work with us to help make the most of them.