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Take Control of your Financial Future

Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you’re facing retirement—looking to better understand certain investment ideas—or searching for ways to protect your family or estate through life insurance or long term care insurance, we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify what is most important to you, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment and insurance solutions or concepts. We’ll get back to you quickly with a thoughtful answer.

Helpful Content

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Good Health is Good Business

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

 

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

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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.

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.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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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.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Sit, Stay, Rollover: A Guide to IRA Rollovers

If you have a 401(k) with a former employer, you may want to consider an IRA rollover.

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.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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