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
U.S. Personal Savings Rate
What can be learned from the savings rate?
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
It's important to understand the pros and cons when considering a prepaid debit card.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Healthy habits are one of the greatest gifts to give your child.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, cracking the code on bonds.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
It's easy to let investments accumulate like old receipts in a junk drawer.
How does your ideal retirement differ from reality, and what can we do to better align the two?