Understanding What Makes Us Different
At our firm, we believe everyone can have the exact retirement they want, but it takes dedication and discipline. We wake up every day with a sense of why we come to work. We come to work to coach and inspire our clients to accomplish their goals.
Just like our clients don't attain their goals overnight, our company is consistently marching towards it's greater self. The work we’re doing now is better than the work we did six months ago and the work we’ll be doing in six months will be better than what we’re doing now. That is my promise to you. Our only benchmark is how can we be better for you than we have been in the past.Contact Us
Download Our Tax Reform Ebook!
There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Technology tips to make your next trip even better.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
What does the Tax Reform and Jobs Act mean for you?
Earnings season can move markets. What is it and why is it important?
Even if you’re young and single, you should still consider protecting yourself.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What is your plan for health care during retirement?
You’ve made investments your whole life. Work with us to help make the most of them.
What are your options for investing in emerging markets?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Pundits say a lot of things about the markets. Let's see if you can keep up.