Understanding Today’s Financial Environment
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our team of professionals have many decades of experience in comprehensive wealth management. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
A quick look at how federal income taxes work.
Here are five facts about Social Security that are important to keep in mind.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Learn about what risk tolerance really means in this helpful and insightful video.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Bucket lists don’t have to be for tomorrow.
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
How will you weather the ups and downs of the business cycle?