Going Further than Finances
Our titles might say financial advisors, but to us it’s about a lot more than that. We have over 50 years of combined experience and know what it means to build connections of trust that last a lifetime. In discovering your goals and objectives, we learn about you on a personal level and build investing and financial planning strategies meant for your success. Our customized plans are as unique as the clients they help and allow you to live the life you desire.Contact Us
Our professionals hold highly regarded industry designations and are standing by to help you succeed.Learn More
We base everything we do on our integrity, professionalism, passion, and teamwork.Learn More
We partner with you to help you understand your core values, dreams, and goals and craft a custom investment strategy to help you life the live you desire..Learn More
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
There are ways to improve your physical fitness without denting your fiscal fitness.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
How to help determine life insurance needs to provide for your family after you pass away.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Second marriages are a trigger event to revisit any existing estate strategies.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
You’ve made investments your whole life. Work with us to help make the most of them.
What are your options for investing in emerging markets?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Here are five facts about Social Security that might surprise you.
What does your home really cost?
Agent Jane Bond is on the case, cracking the code on bonds.