Build a Stronger Financial Future
We are a comprehensive financial planning firm helping individuals and families build stronger financial futures. We believe that investments are just one piece of the puzzle and our team is dedicated to helping you with every aspect of your financial life, whether you are preparing for retirement or saving for your first house.
We can help you clarify your options and show you what your hard-earned wealth represents: choices, comfort, and freedom. Our goal is to remove your anxiety about the future and give you the reassurance of having a roadmap to your ideal life.
Take a look at our helpful retirement video below:
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.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
There are ways to improve your physical fitness without denting your fiscal fitness.
Four vacation destinations you might never have thought of.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Knowing your options when a CD matures can help you make a sound investment decision.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
What’s the deal with your yearly free credit report?
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Agent Jane Bond is on the case, cracking the code on bonds.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate