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
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Healthy habits are one of the greatest gifts to give your child.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
An increasing number have been developed to help individuals with their personal finances.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your capital gains tax.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator shows how inflation over the years has impacted purchasing power.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Why are 401(k) plans, annuities, and IRAs so popular?