Funding Your Life and Preserving Against Risks
Money doesn't define who you are, but planning for the wise use of money can help you create the kind of life and lifestyle that reflects who you are and what's truly important in your life. It's tough to plan (and stay on course) in challenging economic times, but those challenges also include opportunities and potential rewards for those who can take advantage of long-term trends.
That's our job - to help you take advantage of opportunities and manage those things that could get in the way of you creating the life you want for yourself and your family. We're a bit of all these roles: coach, teacher, advisor, planner, researcher, confidante, but most of all, we've got your back. We'll try to anticipate issues, help you with decisions, and be there when you just need a sounding board.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first - and only - priority is your overall financial success in the context of your life. We want to learn more about your personal situation, identify your values, dreams and goals, and understand the level of risk you feel comfortable with. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search the website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Building wealth requires protection from the forces of wealth destruction.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Ascertaining the value of your business is important for a variety of reasons.
A four-step framework for building a personal legacy.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are three things to consider before dipping into retirement savings to pay for college.
Agent Jane Bond is on the case, cracking the code on bonds.
You’ve made investments your whole life. Work with us to help make the most of them.
What does your home really cost?
Taking your Social Security benefits at the right time may help maximize your benefit.