Helping Americans navigate these troubling times
Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. That is a tall order in today's environment. With the Coronavirus affect on our health, our health care services and the global economy, things are unsettled at best. We recognize and feel first hand the anxiety that is present in this moment. At the same time we see and believe this will pass. Being properly positioned for the years ahead, especially if you are close to retirement, is paramount. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future even in the midst of unprecedented events.
We have long used virtual meeting technology, so we are open for business during these times, and can visit one on one without you leaving your home.
5 Smart Investing Strategies
Getting what you want out of your money may require the right game plan.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Helpful Content
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
View all articles 
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
View all calculators
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
View all presentations
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.