We consult, diagnose, and prescribe the “perfect” solutions to maximize retirement success.Learn More
Portfolio construction that is customized to a client’s risk with up-side potential and down-side protection.Learn More
An RIA, or Registered Investment Advisor, is an independent advisor who is able to offer investment advice, is not paid on commission, and is not tied to a specific firm or broker-dealer. Most importantly, though, an RIA has a fiduciary duty to their clients, meaning that they must always act in their clients' best interests.Learn More
Solutions designed to protect you family or business. We offer complete analysis of your coverage and needs to protect you from the unexpected in life.Learn More
Our goal is to be an indispensable adviser, by treating each client relationship with the integrity and honesty people want and the hard work people deserve. Our solutions often go beyond basic guidance, involving the use of our expertise to develop creative, even innovative, solutions customized to the client’s goals, needs, timelines, and objectives.Contact Us
Rightsizing for Retirement
What does your home really cost?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The tax rules that govern donating art are complex and confusing. Take a closer look.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Five phases to changing unhealthy behaviors.
Here's a breakdown of how the federal government spends your tax money.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This questionnaire will help determine your tolerance for investment risk.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
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 importance of life insurance, how it works, and how much coverage you need.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Learn how to harness the power of compound interest for your investments.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Agent Jane Bond is on the case, cracking the code on bonds.
What is your plan for health care during retirement?