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.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
How does your ideal retirement differ from reality, and what can we do to better align the two?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Even if you’re young and single, you should still consider protecting yourself.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
A change in your mindset during retirement may drive changes to your portfolio.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
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.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
Enter various payment options and determine how long it may take to pay off a credit card.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What is your plan for health care during retirement?
Smart investors take the time to separate emotion from fact.
Around the country, attitudes about retirement are shifting.
All about how missing the best market days (or the worst!) might affect your portfolio.