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.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
A four-step framework for building a personal legacy.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Here are 4 great, and sometimes unexpected, places to raise a family.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Term insurance is the simplest form of life insurance. Here's how it works.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
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.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The decision whether to buy or rent a home may have long-term implications.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.