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.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Beware of these traps that could upend your retirement.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
When you’re married and have children, insurance needs will be different.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
With alternative investments, it’s critical to sort through the complexity.
It’s never a bad time to speak with your financial professional about changes in your situation.
You’ve made investments your whole life. Work with us to help make the most of them.
Making the most of surprises is a great reason to work with us.
When markets shift, experienced investors stick to their strategy.
Make your retirement as exciting as your next vacation.