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.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
What's your vision of retirement?
Retirees traveling abroad need to know that their health insurance travels with them.
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.
Military families face unique challenges, making personal finance even more critical.
This short, informative article teaches the basics of the FIRE movement.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
There’s an alarming difference between perception and reality for current and future retirees.
Taking your Social Security benefits at the right time may help maximize your benefit.
A special needs trust helps care for a special needs child when you’re gone.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.