Meet our team of professionals whose goal is to help you discover your purpose, protect what's important, invest in what matters and create a legacy that lasts.
We are passionate about helping business owners and professionals, their employees, retirees and families by inspiring them to establish and reach their lifetime goals.
We've built a handy mobile app that allows you to ask us questions on-the-go and to receive helpful notifications from our office.
WE CAN HELP YOU START OUT RIGHT, CORRECT COURSE, OR FINISH STRONG
How Income Taxes Work
A quick look at how federal income taxes work.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
A change in your mindset during retirement may drive changes to your portfolio.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A special needs trust helps care for a special needs child when you’re gone.
A bucket plan can help you be better prepared for a comfortable retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
How will you weather the ups and downs of the business cycle?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.