Caring
One of our primary goals is to develop a long-term, trusting relationship with you. We strive to accomplish this goal by placing great importance on your questions and concerns. Your agenda is our agenda.
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Independent
We aren't tied to products or services from a single company or family of companies but are free to find those products and services that are best for our clients.
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Practical
We understand today’s financial environment. We know that individuals face unique challenges. Let us take the mystery out of preparing for today and tomorrow.
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Through the market ups and downs, the past two years have helped to cement our findings that equities, even when near all-time highs, have historically offered long-term opportunity for investors.
Helpful Content
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.