Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—our goal is to help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We’ll get back to you quickly with a thoughtful answer.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Learn when it may not make sense to file a claim on your home insurance.
What kind of auto insurance should you have? Do you know?
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Bonds may outperform stocks one year only to have stocks rebound the next.
How to help determine life insurance needs to provide for your family after you pass away.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator may help you estimate how long funds may last given regular withdrawals.
Determine your potential long-term care needs and how long your current assets might last.
There are a number of ways to withdraw money from a qualified retirement plan.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
All about how missing the best market days (or the worst!) might affect your portfolio.
A bucket plan can help you be better prepared for a comfortable retirement.
There are three things to consider before dipping into retirement savings to pay for college.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Investors seeking world investments can choose between global and international funds. What's the difference?