Please feel free to explore this site to gain a better understanding of our firm and how we help our clients plan for and meet their financial goals. If you are looking for an investment professional to manage your company’s retirement or pension plan, you have come to the right place. If you are a successful individual looking for a financial professional, you are in the right place. We appreciate your visit.
Even the most seasoned investors have biases affecting their financial choices.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
This calculator helps estimate your federal estate tax liability.
Do you understand these common mobile slang terms?
For some, the social impact of investing is just as important as the return, perhaps more important.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Learn a little about worldwide currency in this fun infographic
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Agent Jane Bond is on the case, cracking the code on bonds.
All about how missing the best market days (or the worst!) might affect your portfolio.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A couple become Retirement Plan Detectives, searching records from old employers.
There are hundreds of ETFs available. Should you invest in them?
