Please feel free to explore this site to gain a better understanding of our firm and how we help our clients plan for and meet their financial goals. If you are looking for an investment professional to help you understand, prepare for and execute a successful retirement plan, you have come to the right place.
Most of our clients have these three questions on the forefront of their minds as they prepare to retire:
- Do I have enough money so I can have the retirement lifestyle I want?
- Will the monies I have set aside for retirement last until I die?
- Will I be able to pass on a legacy to my family and not the government?
We can explore a variety of strategies with you to help you answer the above questions and others you may have.
We appreciate your visit.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Should You Choose a Fixed or Variable?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Life insurance proceeds are generally tax-free. But not in all cases.
How to help determine life insurance needs to provide for your family after you pass away.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
To choose a plan, it’s important to ask yourself four key questions.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Estimate how much you have the potential to earn during your working years.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
There are three things to consider before dipping into retirement savings to pay for college.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There are hundreds of ETFs available. Should you invest in them?
How will you weather the ups and downs of the business cycle?
Here is a quick history of the Federal Reserve and an overview of what it does.