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.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
U.S. Personal Savings Rate
What can be learned from the savings rate?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
A look inside the U.S. government's statistics on household net worth.
Understanding the value of a home warranty.
When considering life insurance, it's important to understand your options.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
If you find it hard to attain personal life goals, there’s an app for that!
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There are a few things to consider when buying or leasing your next vehicle.
How will you weather the ups and downs of the business cycle?
Smart investors take the time to separate emotion from fact.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Do you have causes that you want to support with donations? Here are three tips.