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.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Do your insurance needs stay the same when the nest empties?
Six overlooked tax deductions to help manage your tax bill.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Learn when it may not make sense to file a claim on your home insurance.
There’s a link between debt and stress.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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.
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.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Why are 401(k) plans, annuities, and IRAs so popular?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Here’s a crash course on saving for college.
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.