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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
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Simple steps may help you foil hackers and protect your privacy.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Learn when it may not make sense to file a claim on your home insurance.
For homeowners who think their property taxes are too high, there are ways to appeal.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
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
Agent Jane Bond is on the case, cracking the code on bonds.
Imagine your ideal post-pandemic retirement with this animated video.
Check out this video to begin separating fact from fiction.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Explaining the SECURE Act and how the changes affect your retirement strategy.
Here’s a quick guide to checking to see if you have unclaimed money.