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.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Retirement Road Trip
Discover how to build a retirement plan that guarantees income no matter how long you live.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
When considering life insurance, it's important to understand your options.
A quick look at how federal income taxes work.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Income protection insurance can replace earnings during a disability and recovery.
An increasing number have been developed to help individuals with their personal finances.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
A special needs trust helps care for a special needs child when you’re gone.
How do the markets usually react to elections? Was the 2016 election any different?
What is your plan for health care during retirement?
What if instead of buying that vacation home, you invested the money?