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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.Contact Us
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are common mistakes you can avoid when saving for retirement.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
In the face of divorce, making changes to insurance coverage may be overlooked.
Here are five facts about Social Security that are important to keep in mind.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
It's important to understand the pros and cons when considering a prepaid debit card.
Use this calculator to estimate your capital gains tax.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are three things to consider before dipping into retirement savings to pay for college.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Investors seeking world investments can choose between global and international funds. What's the difference?