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.
You share your goals and dreams.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
We help you plan for your future.
Our first priority is your overall financial well being. 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 has been our cornerstone.
Helpful Content
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Surprises
Making the most of surprises is a great reason to work with us.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?