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.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Purchasing homeowners insurance is critical for protecting your home.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful for jumpstarting a conversation about retirement spending, spending habits, and potential medical costs.
Read this overview to learn how financial advisors are compensated.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
Using smart management to get more of what you want and free up assets to invest.
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.
Around the country, attitudes about retirement are shifting.
For women, retirement strategy is a long race. It’s helpful to know the route.
Savvy investors take the time to separate emotion from fact.
Agent Jane Bond is on the case, cracking the code on bonds.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.