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.
Helpful Content
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.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Debt Stress
There’s a link between debt and stress.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Surprises
Making the most of surprises is a great reason to work with us.
Understanding the SECURE Act
Explaining the SECURE Act and how the changes affect your retirement strategy.