There is no Time like the Present to begin Planning for Your Future
Our first priority is your helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, 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.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Making the most of surprises is a great reason to work with us.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Tax preparation may be the perfect time to give the household budget a check-up.
What does the Tax Reform and Jobs Act mean for you?
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
It's easy to let investments accumulate like old receipts in a junk drawer.
What is your plan for health care during retirement?
Women must be ready to spend, on average, more years in retirement than men.
A special needs trust helps care for a special needs child when you’re gone.