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 independence. 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
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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 Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Surprises
Making the most of surprises is a great reason to work with us.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.