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.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
How to help determine life insurance needs to provide for your family after you pass away.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.