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?
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
A few strategies that may help you prepare for the cost of higher education.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Don't let procrastination keep you from pursuing your financial dreams and goals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Even low inflation rates can pose a threat to investment returns.
All about how missing the best market days (or the worst!) might affect your portfolio.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.