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.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
These food myths will really put a drain on your wallet.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Understanding the economy's cycles can help put current business conditions in better perspective.
Bonds may outperform stocks one year only to have stocks rebound the next.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
For some, the social impact of investing is just as important as the return, perhaps more important.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Agent Jane Bond is on the case, cracking the code on bonds.
Pundits say a lot of things about the markets. Let's see if you can keep up.
You’ve made investments your whole life. Work with us to help make the most of them.
Have you found yourself suddenly single? Here are 3 steps to take right now.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Learn how to harness the power of compound interest for your investments.