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.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Estimating Your Estate Taxes
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Tax preparation may be the perfect time to give the household budget a check-up.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
This checklist can give you a quick snapshot of how prepared you are.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A special needs trust helps care for a special needs child when you’re gone.
Agent Jane Bond is on the case, cracking the code on bonds.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Are you ready for retirement? Here are five words you should consider.
Smart investors take the time to separate emotion from fact.