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.
Helpful Content
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
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Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Doubling Your Money
This calculator demonstrates the power of compound interest.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.