Broker Check
 
Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths
 

Who

Our primary goals is to develop a long-term, trusting relationship with you. We place great importance on your questions and concerns. Your agenda is our agenda.

Learn More

What

We aren't tied to products or services from a single company or family of companies but are free to find those products and services that are most appropriate for our clients.

Learn More

Why

We understand today’s financial environment. We know that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.

Learn More

Helpful Content

Buying vs. Leasing a Car

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Money Draining Food Myths

Money Draining Food Myths

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

 

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

View all articles arrow

Tax Freedom Day

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

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

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

View all presentations arrow

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Other Sure Thing

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

The Business Cycle

How will you weather the ups and downs of the business cycle?

View all videos arrow