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.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
How long does a $20 bill last?
As our nation ages, many Americans are turning their attention to caring for aging parents.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential capital gains taxes due on your transactions.
This calculator helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
$1 million in a diversified portfolio could help finance part of your retirement.
Learn how to harness the power of compound interest for your investments.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Three things to consider before dipping into retirement savings to pay for college.
Estate conservation is too important to put off. Do you have a smart exit strategy?