Prudent Money Stewardship
through Client-centered Relationships
Financial Planning and Investment Management for business owners, professionals, and executives who value professional stewardship for their important money.
Retirement Income Management for those concerned about outliving their money.
Estate planning to help pass on values and valuables to the next generation.
Life, Disability and Long-Term Care Insurance to protect clients and their loved ones from potentially catastrophic unforeseen events.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
A few strategies that may help you prepare for the cost of higher education.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Regardless of how you approach retirement, there are some things about it that might surprise you.
There’s a link between debt and stress.
Medicare’s popular program, offering free gym membership and health education.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
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.
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.
How do the markets usually react to elections? Was the 2016 election any different?
There’s an alarming difference between perception and reality for current and future retirees.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What are your options for investing in emerging markets?
Making the most of surprises is a great reason to work with us.
Explaining the SECURE Act and how the changes affect your retirement strategy.