Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Life insurance proceeds are generally tax-free. But not in all cases.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Making the most of surprises is a great reason to work with us.
There are three things to consider before dipping into retirement savings to pay for college.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
There are hundreds of ETFs available. Should you invest in them?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.