Our experienced professionals have helped many people just like you with similar circumstances and concerns. We can assist you in creating an approach that is designed to address your individual situation.Learn More
We educate our clients about financial concepts and products and aim to help take the mystery out of investing, insurance, estate conservation, and wealth preservation.Learn More
We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.Learn More
Why Work With a Financial Advisor?
Just as some individuals file their own taxes, some people set out to manage their investments themselves. But you may find this responsibility overwhelming because you lack one or more of the following:
- Time - Between work, family, church, activities and life, you probably don’t have sufficient time to review and monitor your investments.
- Training - Personal finance isn’t taught in school. Consequently, facing investment decisions can create anxiety, especially as assets accumulate or retirement nears – when making a mistake can be financially devastating.
- Temperament - As much as we try, it can be difficult to separate emotions from circumstances when dealing with our own situation. Anxiety or unrealistic expectations can produce bad decisions at crucial times.
- Transitions - We are all going through a transition or moving toward one. Typical transitions include: getting married, buying a car, purchasing or selling a home, having a child, sending a child to college, remodeling a home, getting past a divorce or death, starting or selling a business or the ultimate – transitioning into retirement. These events can be stressful and confusing, and busy, tired people with limited experience don’t always make the best financial decisions in the midst of them. That is why we are here to be a sounding board, to help you make wise decisions and to navigate these transitions with confidence.
How Much do You Know About Investment?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
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Directors and Officers Liability Insurance
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Read this overview to learn how financial advisors are compensated.
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Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
This calculator demonstrates the power of compound interest.
This calculator can help determine whether it makes sense to refinance your mortgage.
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Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
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.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Here are five facts about Social Security that might surprise you.
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Taking your Social Security benefits at the right time may help maximize your benefit.
Even low inflation rates can pose a threat to investment returns.