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
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
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Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.