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.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
You’ve made investments your whole life. Work with us to help make the most of them.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
The true cost of raising a child may be far more than you expect.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The tax rules that govern donating art are complex and confusing. Take a closer look.
A four-step framework for building a personal legacy.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There’s an alarming difference between perception and reality for current and future retirees.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
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.