Our Purpose is Simple;
Our Mission is Clear:
Add value to your life.
What We Offer
- Portfolio management
- Financial planning
- Business retirement plans
- Business strategy and transition planning
- Tax planning and preparation*
Connecting With Us
Who enjoys working with us most?
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
For homeowners who think their property taxes are too high, there are ways to appeal.
However exciting retiring abroad may sound, it deserves considerable planning.
Here are six flags that may make your tax return prime for an IRS audit.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
You’ve made investments your whole life. Work with us to help make the most of them.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Making the most of surprises is a great reason to work with us.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.