Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Read this overview to learn how financial advisors are compensated.
Tips on insuring your teen driver.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
This worksheet can help you estimate the costs of a four-year college program.
This calculator demonstrates the power of compound interest.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much you have the potential to earn during your working years.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
$1 million in a diversified portfolio could help finance part of your retirement.
When do you need a will? The answer is easy: Right Now.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Are Real Estate Investment Trusts right for your portfolio?