Serving Our Clients
Whether you are building wealth, transitioning into retirement, or planning for your business, our objective is to provide wise counsel, establishing a long-term relationship built and earned on the solid foundation of trust.Learn more
Business owners and professionals face special financial concerns. We offer qualified professional assistance to pursue your objectives.Learn more
Continuing Professional Education
In all of our workshops, we strive to deliver significant value for all participants. In our public workshops on Social Security, the economy and capital markets, retirement planning, and other topics, we can provide CPE for CPAs and PHRs in attendance.Learn more
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Building wealth requires protection from the forces of wealth destruction.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
If you find it hard to attain personal life goals, there’s an app for that!
Understanding how a stock works is key to understanding your investments.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
It may help your business be better prepared in the event of the death of a principal or key employee.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
If you have a 401(k) with a former employer, you may want to consider an IRA rollover.
Taking your Social Security benefits at the right time may help maximize your benefit.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
You’ve made investments your whole life. Work with us to help make the most of them.
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.