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.
Saving for College 101
Here’s a crash course on saving for college.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Bonds may outperform stocks one year only to have stocks rebound the next.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Try these activities to keep your brain sharp.
Can you keep up with your children’s mobile slang?
Calculating your potential Social Security benefit is a three-step process.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
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 seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A special needs trust helps care for a special needs child when you’re gone.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
How will you weather the ups and downs of the business cycle?
Have you found yourself suddenly single? Here are 3 steps to take right now.