Thank you for visiting our website, we hope it will provide you with information that is helpful.
We are a financial services firm committed to helping our clients pursue long-term financial success. Our programs are designed to help grow, protect and conserve our clients' wealth while delivering a high level of personalized service.
We are a group of financial consultants who work together, yet independently. Here is how this may benefit you. All of our representatives work with clients for whom they are individually responsible, yet we share research and ideas on a continuous basis, both informally and through ongoing meetings. Our combined knowledge, experience and backgrounds deliver benefits to all of our clients.
We encourage you to explore our site and learn more about us and the services we provide. If you have any questions or need more information, please contact us.
We look forward to hearing from you.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Understanding the economy's cycles can help put current business conditions in better perspective.
It sounds simple, but paying yourself first can really pay off.
In the face of divorce, making changes to insurance coverage may be overlooked.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator demonstrates the power of compound interest.
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.
This calculator compares the financial impact of leasing versus buying an automobile.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Women must be ready to spend, on average, more years in retirement than men.
Here are five facts about Social Security that might surprise you.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
When do you need a will? The answer is easy: Right Now.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Pundits say a lot of things about the markets. Let's see if you can keep up.