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—or looking to better understand certain investment ideas—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 your dreams and goals, 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 concepts or products. We’ll get back to you quickly with a thoughtful answer.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Is your estate in order? This short quiz may help you assess your overall strategy.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Learn a little about worldwide currency in this fun infographic
It may help your business be better prepared in the event of the death of a principal or key employee.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
What does your home really cost?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here is a quick history of the Federal Reserve and an overview of what it does.
If you died, what would happen to your email archives, social profiles and online accounts?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Here are five facts about Social Security that might surprise you.