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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Vision
To be the most trusted for our professional knowledge, integrity, and personalized service.
Mission To Deliver
To guide our clients in making informed decisions through education, communication and service that exceeds their expectations.
Helpful Content
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—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for new financing choices and fund-raising alterna
9 Facts About Social Security
There are things about Social Security that might surprise you.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
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Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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.
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The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Other Sure Thing
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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.