Understanding Your Financial Environment
You face unique challenges as you and your business grow and evolve. Taking the mystery out of preparing for today and tomorrow allows you to enjoy the journey toward reaching your goals rather than dread the uncertainties. By gaining insight into your individual situation, we make sense of complex financial situations and create solutions that will empower you to move confidently into the future.Contact Us
A Team Approach
Using a team approach provides a broad perspective of solutions to help you reach your goals.Learn More
In The Know
Staying current and connected to resources allows you to experience confidence in your financial decisions.Learn More
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Healthy habits are one of the greatest gifts to give your child.
Five creative (and inexpensive) ideas for motivating your employees.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
If you died, what would happen to your email archives, social profiles and online accounts?
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What if instead of buying that vacation home, you invested the money?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.