Who We Are
We are a full-service financial firm committed to helping people pursue their financial goals. We offer access to a wide range of financial products and services to individuals and business owners.Learn More
What We Do
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.Learn More
What We Offer
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.Learn More
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Probate can be a completely public process, or it can be managed to include as little information as possible.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Retirees traveling abroad need to know that their health insurance travels with them.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator shows how inflation over the years has impacted purchasing power.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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 will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
All about how missing the best market days (or the worst!) might affect your portfolio.
With alternative investments, it’s critical to sort through the complexity.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Here’s a crash course on saving for college.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.