Providing individuals and families with comprehensive Wealth Management and Retirement Services.Learn More
Offering Risk Management services, Group and Executive Benefits and Qualified Plans.Learn More
Providing Business and Organizations with Financial Education Workshops and Seminars.Learn More
Understanding Today's Financial Environment
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports designed specifically for individual investors, corporate decision makers and professional practices.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind investment strategies, risk management, retirement and estate planning as well as asset management. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Knowing your options when a CD matures can help you make a sound investment decision.
There are four very good reasons to start investing. Do you know what they are?
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Military families face unique challenges, making personal finance even more critical.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
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.
Principles that can help create a portfolio designed to pursue investment goals.
Even low inflation rates can pose a threat to investment returns.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A bucket plan can help you be better prepared for a comfortable retirement.
Smart investors take the time to separate emotion from fact.
With alternative investments, it’s critical to sort through the complexity.
Making the most of surprises is a great reason to work with us.