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
Comprehensive Care
Creating a comprehensive plan ensures continuous progress toward your particular goals.
Learn MoreHelpful Content
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
The Best Apps in Travel
Technology tips to make your next trip even better.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
View all articles 
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
View all calculators
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.