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.
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Here's a breakdown of how the federal government spends your tax money.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Five creative (and inexpensive) ideas for motivating your employees.
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Agent Jane Bond is on the case, cracking the code on bonds.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Smart investors take the time to separate emotion from fact.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
When do you need a will? The answer is easy: Right Now.