The right choice for the long-term investor
Welcome to our website! There is an abundance of resources for you to explore here. You can view your investment accounts online by using the Useful Links button. You can research funds or use one of our many financial planning calculators. You can also see how the Dow or NASDAQ performed today and create and track your own investment portfolio. Please feel free to e-mail a question or comment to our office. We will respond just as quickly as possible. Use this site as a resource. Come back often and visit, as there will always be something new for you to explore.
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Mission To Deliver
To guide our clients in making informed decisions through education, communication and service that exceeds their expectations.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Crowdfunding continues to gain momentum as more people search the Internet for new financing choices and fund-raising alterna
There are things about Social Security that might surprise you.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Military families face unique challenges, making personal finance even more critical.
It sounds simple, but paying yourself first can really pay off.
It's important to understand how inflation is reported and how it can affect investments.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
The decision whether to buy or rent a home may have long-term implications.
With alternative investments, it’s critical to sort through the complexity.
Learn how to harness the power of compound interest for your investments.
Recent changes in estate tax laws could affect the strategy you have in place.