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Our team is a group of highly dedicated specialists with a passion for helping clients achieve their goals and aspirations.Learn More
Our process is to educate, organize and prepare our clients for the inevitable financial issues they will face now or in the future.Learn More
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Learn when it may not make sense to file a claim on your home insurance.
Don’t overlook the need for renter’s insurance if you rent your home.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Purchasing homeowners insurance is critical for protecting your home.
Do you have an estate strategy? You should.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A special needs trust helps care for a special needs child when you’re gone.
$1 million in a diversified portfolio could help finance part of your retirement.
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.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The average retirement lasts for 18 years. Are you prepared to fill that many days?