One of our primary goals is to develop a long-term, trusting relationship with you.Learn More
When it comes to service, there are things you expect, and then there are embellishments to rise above and beyond expectations.Learn More
Real-world insights and understanding that can help you better define your financial objectives.Learn More
Your financial well being is our #1 concern
We are committed to providing the finest, investment products and services, and identifying potential problems that could undermine your financial stability.
Because the financial markets and your needs are always changing, successful investment management must be a dynamic process. We will meet you on a regular basis to discuss your progress in the light of the current economic outlook. While developing a process customized financial program, we will walk you through a step-by-step process that will make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. WE can help you execute a sound financial program utilizing products and services tailored to fit your needs.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
There’s a link between debt and stress.
Rightsizing for Retirement
What does your home really cost?
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
How literate are you when it comes to your finances? Brush up with these five basics.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
This worksheet can help you estimate the costs of a four-year college program.
An inside look at how marginal income tax brackets work.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What is your plan for health care during retirement?
That big list of dreams and goals isn't the only way to look at your bucket list.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Agent Jane Bond is on the case, cracking the code on bonds.