We take your
financial future as
seriously as you do.
Planning for your family’s financial future is one of the most significant tasks you’ll ever undertake. We work with you in developing strategies designed to help work toward achieving your financial goals over time, through a plan carefully crafted to meet your objectives and designed to evolve with your changing needs.
Our philosophy: Operate with the highest levels of integrity and transparency. Offer responsive, customized service. Replace uncertainty with confidence and clarity by educating you about the wealth-management strategies that fit you best.
We know that when we earn your trust, we earn your business for the long term—and we succeed together.
We provide independent, experienced investment advice to families, businesses and charitable organizations, delivering highly personal service with a straightforward approach that builds strong and lasting relationships.
How Income Taxes Work
A quick look at how federal income taxes work.
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.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
A letter of instruction provides additional and more personal information regarding your estate.
When you’re married and have children, insurance needs will be different.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Agent Jane Bond is on the case, cracking the code on bonds.
Smart investors take the time to separate emotion from fact.
Have you explored all your options when it comes to managing your taxable income?
What if instead of buying that vacation home, you invested the money?
A bucket plan can help you be better prepared for a comfortable retirement.
Are Real Estate Investment Trusts right for your portfolio?