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.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
TIPS for Inflation
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
There are things about Social Security that might surprise you.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
There are nearly 1,200 ETFs available. Should you invest in them?
A bucket plan can help you be better prepared for a comfortable retirement.
Learn how to harness the power of compound interest for your investments.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.