Broker Check
Helping You Pursue Financial Well-Being Independently Working For You Investment Services Insurance Planning

Dare to Dream

By increasing your financial well-being, you can have the freedom to dream, the knowledge and tools to plan, and the desire to achieve.

Learn More

Proper Planning

Whatever your life stage, there are specific financial goals and tasks you should be thinking about and planning for.

Learn More

Professionals by Your Side

With objective, reliable Financial Advisors, you’ll have guidance every step of the way.

Learn More

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Helpful Content

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

 

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

View all articles arrow

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

View all videos arrow