Understanding Your Financial Environment
You face unique challenges as you and your business grow and evolve. Taking the mystery out of preparing for today and tomorrow allows you to enjoy the journey toward reaching your goals rather than dread the uncertainties. By gaining insight into your individual situation, we make sense of complex financial situations and create solutions that will empower you to move confidently into the future.Contact Us
A Team Approach
Using a team approach provides a broad perspective of solutions to help you reach your goals.Learn More
In The Know
Staying current and connected to resources allows you to experience confidence in your financial decisions.Learn More
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Term insurance is the simplest form of life insurance. Here's how it works.
Even low inflation rates over an extended period of time can impact your finances in retirement.
A look inside the U.S. government's statistics on household net worth.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Beware of these traps that could upend your retirement.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
It’s never a bad time to speak with your financial advisor about changes in your situation.
What does your home really cost?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.