As a business owner, you understand the rapid pace of change. The financial industry is just as dynamic - stocks, bonds and money markets shift abruptly and often violently. We provide access to diversified and flexible plans that are designed with your financial goals in mind.
Wondering what to do with the family business? Concerned about estate planning? You need a well-conceived and executed financial plan. We work with you to protect and position your assets not just for today but for a lifetime.
You have the right to unconflicted advice and recommendations based upon your defined needs and risk tolerance. If you have questions, it is our duty to answer it for you in an understandable way.
We guide our clients to make smart financial choices allowing them freedom to focus on what gives them meaning and purpose.
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Make a Landmark Decision Today
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
The market is as unpredictable as the weather. We’d love to help you prepare.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Marriage changes everything, including your insurance needs.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some key concepts to understand when investing for retirement
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.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It's easy to let investments accumulate like old receipts in a junk drawer.
$1 million in a diversified portfolio could help finance part of your retirement.
Here are five facts about Social Security that might surprise you.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate