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
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
This worksheet can help you estimate the costs of a four-year college program.
Knowing the rules may help you decide when to start benefits.
Beware of these traps that could upend your retirement.
At what point can you call a personal vehicle commercial?
Assess whether you are running “in the black” or “in the red” each month.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
If you died, what would happen to your email archives, social profiles and online accounts?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How will you weather the ups and downs of the business cycle?