Our experienced professionals have helped many people just like you with similar circumstances and concerns. We can assist you in creating an approach that is designed to address your individual situation.Learn More
We educate our clients about financial concepts and products and aim to help take the mystery out of investing, insurance, estate conservation, and wealth preservation.Learn More
We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients.Learn More
Why Work With a Financial Advisor?
Just as some individuals file their own taxes, some people set out to manage their investments themselves. But you may find this responsibility overwhelming because you lack one or more of the following:
- Time - Between work, family, church, activities and life, you probably don’t have sufficient time to review and monitor your investments.
- Training - Personal finance isn’t taught in school. Consequently, facing investment decisions can create anxiety, especially as assets accumulate or retirement nears – when making a mistake can be financially devastating.
- Temperament - As much as we try, it can be difficult to separate emotions from circumstances when dealing with our own situation. Anxiety or unrealistic expectations can produce bad decisions at crucial times.
- Transitions - We are all going through a transition or moving toward one. Typical transitions include: getting married, buying a car, purchasing or selling a home, having a child, sending a child to college, remodeling a home, getting past a divorce or death, starting or selling a business or the ultimate – transitioning into retirement. These events can be stressful and confusing, and busy, tired people with limited experience don’t always make the best financial decisions in the midst of them. That is why we are here to be a sounding board, to help you make wise decisions and to navigate these transitions with confidence.
How Much do You Know About Investment?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
How Income Taxes Work
A quick look at how federal income taxes work.
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Here are some simple and inexpensive energy-saving tips that may help you save money.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Here's a breakdown of how the federal government spends your tax money.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine your potential long-term care needs and how long your current assets might last.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
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Investment tools and strategies that can enable you to pursue your retirement goals.
All about how missing the best market days (or the worst!) might affect your portfolio.
Do you know these three personal finance sayings?
What are your options for investing in emerging markets?
With alternative investments, it’s critical to sort through the complexity.
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Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.