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.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
It's important to understand the pros and cons when considering a prepaid debit card.
Understanding how capital gains are taxed may help you refine your investment strategies.
Five creative (and inexpensive) ideas for motivating your employees.
Understanding the economy's cycles can help put current business conditions in better perspective.
What kind of auto insurance should you have? Do you know?
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The decision whether to buy or rent a home may have long-term implications.
A bucket plan can help you be better prepared for a comfortable retirement.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Pundits say a lot of things about the markets. Let's see if you can keep up.
$1 million in a diversified portfolio could help finance part of your retirement.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.