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.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The uncertainties we face in retirement can erode our sense of confidence.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Being healthy not only makes you feel good, it may also help you financially.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the potential capital gains taxes due on your transactions.
This calculator demonstrates the power of compound interest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
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.
How will you weather the ups and downs of the business cycle?
Have you explored all of your choices when it comes to managing your taxable income?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The decision whether to buy or rent a home may have long-term implications.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.