Download Our App
We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are.Download
Over time, many of us have purchased various financial products and services. We can help figure out what works for you.Learn More
Get to Know Us
We help individuals, families, and businesses focus on protection and long-term wealth strategies leveraging the power of earned income in the early years.Learn More
What We Do
How well is your financial castle constructed? Is your financial strategy integrated and coordinated to meet your life’s dreams? Whatever your dream, college funding, a secure retirement or the freedom to live life to its fullest, we have the expertise to help you address your financial needs and goals.
We utilize a “team approach” to help you address your financial needs and goals. We work closely in a networked group of professionals. Our clients often have their existing professional team, such as an attorney, accountant, banker, insurance agents, and others who advise them from time to time. Whether coordinating with their team or a team of professionals with whom we have worked closely through the years, we seek to create strategies that are designed to help ensure our client’s present and future well-being. Contact us today!Contact Us
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Try these activities to keep your brain sharp.
When it comes to generational differences, knowing the facts can be difficult.
Learn about the latest sport to sweep the nation with this informative article.
Gaining a better understanding of municipal bonds makes more sense than ever.
What kind of auto insurance should you have? Do you know?
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your capital gains tax.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help you estimate how much you should be saving for college.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Taking your Social Security benefits at the right time may help maximize your benefit.
Here’s a quick guide to checking to see if you have unclaimed money.
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.