Our goal is to assist clients who are seeking to accumulate wealth for retirement, generate income throughout retirement, and provide for those they care about. We provide a lifetime of investment solutions for our clients.
Our Service and Trust Commitment — We Care
We continually strive to deliver a high level of service and support to each and every client. We serve every client like they are a member of our family delivering the same communication, products, services and follow-up that we would want for ourselves. In order to deliver a high level of service, we are always reading, researching, learning and completing continuing education programs to stay on top of trends, products and services that will benefit our clients.
We are independent by choice, preferring to work for you, not for one company. This allows us to shop the market to find appropriate solutions for you.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Don’t overlook the need for renter’s insurance if you rent your home.
The item most homeowners forget on their home improvement project checklist is insurance.
Probate can be a completely public process, or it can be managed to include as little information as possible.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, infiltrating the world of bonds.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The decision whether to buy or rent a home may have long-term implications.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Have you explored all of your choices when it comes to managing your taxable income?