Helping To Bring Your Financial Goals Within Reach.
Welcome to our Website
We hope your visit to our website will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Healthy habits are one of the greatest gifts to give your child.
Learn a little about worldwide currency in this fun infographic
What can be learned from the savings rate?
An inside look at how marginal income tax brackets work.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
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 number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Here’s a quick guide to checking to see if you have unclaimed money.
The market is as unpredictable as the weather. We’d love to help you prepare.
There are hundreds of ETFs available. Should you invest in them?
What if instead of buying that vacation home, you invested the money?
What are your options for investing in emerging markets?