Understanding Today's Financial Environment
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.
Our Professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to woking with you through all stages of your life.Contact Us
How Are We Different?
Our financial advisors help organize your assets AND liabilities, and that’s one of the keys that makes us different. We understand how liabilities (debt) can get in the way of building assets (savings/investments).
Our goal is to help families bridge the financial and investment planning gap by providing them with much-needed quality and professional financial advisory services at rates that are affordable for average Americans.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Is a SEP-IRA Right for Your Business?
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
This worksheet can help you estimate the costs of a four-year college program.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Five creative (and inexpensive) ideas for motivating your employees.
Investors who put off important investment decisions may face potential consequence to their future financial security.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It's easy to let investments accumulate like old receipts in a junk drawer.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.