Understanding Today's Financial Environment
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
With information collected from you, we create customized strategies that are tailored to your needs and goals.
Founded in 1979 our years of experience have prepared us to guide you through your life transitions.
Our first priority is helping you take care of yourself and your family. 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 my foundation of success.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Don't let procrastination keep you from pursuing your financial dreams and goals.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
A four-step framework for building a personal legacy.
Estimate how much you have the potential to earn during your working years.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What if instead of buying that vacation home, you invested the money?
Agent Jane Bond is on the case, cracking the code on bonds.
There’s an alarming difference between perception and reality for current and future retirees.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate