Understanding Today’s Financial Environment
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 888-262-6331.
Helpful Content
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
4 Steps to Protecting a Child with Disabilities
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Business Cycle
How will you weather the ups and downs of the business cycle?