OUR MISSION: “Through comprehensive planning and our
proactive investment process, we help reduce financial stress,
creating a more enjoyable life for our clients.”
Can you imagine navigating the ocean without a map or marine radar? Why would you try to map out your retirement without a wealth plan? Our Enhanced Planning Services and Proactive Investment Process will guide you from where you are today to where you want to be in the future. We will review your current financial position, help you envision your ideal retirement, and then map out a plan to help you pursue your vision. Take a look at what we offer:
- Portfolio Management
- Wealth Planning
- Risk Management
- Proactive and Courteous Service
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
There’s a link between debt and stress.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Here's a breakdown of how the federal government spends your tax money.
Don't let procrastination keep you from pursuing your financial dreams and goals.
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Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Here’s a quick guide to checking to see if you have unclaimed money.
Why are 401(k) plans, annuities, and IRAs so popular?
When markets shift, experienced investors stick to their strategy.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Do you know how to set up your financial goals for success? This knight does.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.