Mission Statement
DESIGN
- We listen to identify your dreams and goals
- We gather, organize and analyze your financial information
- We make recommendations based upon your needs
GROW
- We agree upon clear objectives and risk expectations
- We monitor your investments and track the progress
- We refine and revise along the way
PROTECT
- 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
Helpful Content
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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
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Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Rule of 72
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.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.