- We listen to identify your dreams and goals
- We gather, organize and analyze your financial information
- We make recommendations based upon your needs
- We agree upon clear objectives and risk expectations
- We monitor your investments and track the progress
- We refine and revise along the way
- We offer investment strategies with downside protection for unpredictable markets
- We offer insurance solutions which are an important foundation to all financial plans
- We assist you with creating a legacy for future generations
- We help protect your family from life’s unexpected challenges
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
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.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
What’s the deal with your yearly free credit report?
One of the most common questions people ask about Social Security is when they should start taking benefits.
A quick look at how federal income taxes work.
Term insurance is the simplest form of life insurance. Here's how it works.
How literate are you when it comes to your finances? Brush up with these five basics.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator demonstrates the power of compound interest.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
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
You’ve made investments your whole life. Work with us to help make the most of them.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do you know these three personal finance sayings?
Here’s a quick guide to checking to see if you have unclaimed money.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.