We can help take some of the mystery out of preparing for your financial future.Learn More
Creating the right financial plans and investment strategies for you and your family.Learn More
We can help you identify your retirement goals and work with you to achieve your ideal retirement.Learn More
Understanding Today's Financial Environment
Creating a comprehensive financial plan and investment strategy for you begins with understanding who you are and what is important to you. We begin client relationships with a discovery meeting, so we can truly get to know you, your values, and your financial dreams. After helping you identify your goals, we will create and implement your customized plan. We provide ongoing management and oversight of your investments, along with communication to keep you well-informed. We welcome the opportunity to assist you in pursuing your goals and dreams.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Earnings season can move markets. What is it and why is it important?
Military families face unique challenges, making personal finance even more critical.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There’s been a lot of talk about Tax Reform. What might it look like?
Have you explored all your options when it comes to managing your taxable income?
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.