Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards. 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.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Can you keep up with your children’s mobile slang?
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The uncertainties we face in retirement can erode our sense of confidence.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Assess how many days you'll work to pay your federal tax liability.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This questionnaire will help determine your tolerance for investment risk.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
A bucket plan can help you be better prepared for a comfortable retirement.
What if instead of buying that vacation home, you invested the money?
How do the markets usually react to elections? Was the 2016 election any different?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here’s a quick guide to checking to see if you have unclaimed money.