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.
We help you plan for your future.
Our first priority is your overall financial independence. 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 independence.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
This checklist can give you a quick snapshot of how prepared you are.
What does the Tax Reform and Jobs Act mean for you?
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
A letter of instruction provides additional and more personal information regarding your estate.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Learn more about taxes, tax-favored investing, and tax strategies.
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.
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.
There are some key concepts to understand when investing for retirement
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A bucket plan can help you be better prepared for a comfortable retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Making the most of surprises is a great reason to work with us.
Here are five facts about Social Security that might surprise you.
You’ve made investments your whole life. Work with us to help make the most of them.