With this website, we provide you with additional resources to assist you with managing your financial future.
Please remember that technology and information are only one small part of the service we provide. We have not lost sight of the fact that human contact and personalized service are the most important part of what we do.
We want to emphasize that the one-on-one relationship that allows us to assess your unique financial needs and goals is our top priority.
We hope you find this website useful and looking forward to a long, continued relationship.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
9 Facts About Social Security
There are things about Social Security that might surprise you.
A letter of instruction provides additional and more personal information regarding your estate.
Even low inflation rates over an extended period of time can impact your finances in retirement.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
At what point can you call a personal vehicle commercial?
Can you keep up with your children’s mobile slang?
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
There are some smart strategies that may help you pursue your investment objectives
It’s never a bad time to speak with your financial advisor about changes in your situation.
If you died, what would happen to your email archives, social profiles and online accounts?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A special needs trust helps care for a special needs child when you’re gone.
It's easy to let investments accumulate like old receipts in a junk drawer.
All about how missing the best market days (or the worst!) might affect your portfolio.