Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.Learn More
Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.Learn More
An effective estate can spell out your healthcare wishes and ensure they’re carried out – even if you are unable to communicate.Learn More
A sound insurance program can help protect your family from the financial consequences of unexpected events.Learn More
THE VALUE OF ADVICE
With all the options you have today, how do you choose an advisor to guide you through the numerous financial decisions you must make? There are many things to consider, but one of the most important is selecting an experienced team of professionals who provide valuable advice for your unique situation. The financial concerns facing you today are seemingly endless and whether your situation is relatively simple or very complex, our advisors will help you plan for many of life’s major events. Through our guidance we will create a financial roadmap that will align your values, vision and wealth while providing you with financial clarity.
We welcome any questions you may have and look forward to working with you.Contact Us
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
There are ways to improve your physical fitness without denting your fiscal fitness.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
There are things about Social Security that might surprise you.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Do you know how to set up your financial goals for success? This knight does.
What if instead of buying that vacation home, you invested the money?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
What are your options for investing in emerging markets?
The market is as unpredictable as the weather. We’d love to help you prepare.