For over 20 years, we have found that successful planning is founded on putting our clients’ best interests first. From there, everything else falls into place. By keeping your objectives at the heart of our process, we strive to empower you in all chapters of your financial life. Planning is the key to your future.
Fail to Plan, Plan to Fail
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Six overlooked tax deductions to help manage your tax bill.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
The tax rules that govern donating art are complex and confusing. Take a closer look.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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 estimates the savings from paying a mortgage bi-weekly instead of monthly.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
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.
The importance of life insurance, how it works, and how much coverage you need.
Here is a quick history of the Federal Reserve and an overview of what it does.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When do you need a will? The answer is easy: Right Now.