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."
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Here's a breakdown of how the federal government spends your tax money.
An inside look at how marginal income tax brackets work.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Do you have an estate strategy? You should.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
That big list of dreams and goals isn't the only way to look at your bucket list.
Agent Jane Bond is on the case, cracking the code on bonds.
A bucket plan can help you be better prepared for a comfortable retirement.
When do you need a will? The answer is easy: Right Now.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?