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.
Helpful Content
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.
U.S. Personal Savings Rate
What can be learned from the savings rate?
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Pullbacks, Corrections, and Bear Markets
When the market experiences volatility, it may be a good time to review these common terms.
View all articles 
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
View all calculators
Saving for College 101
Here’s a crash course on saving for college.
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.