Broker Check
Surprise! You’ve Got Money! 18 Years’ Worth of Days The Latte Lie and Other Myths The Cost of Procrastination

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 our 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, feel free to send us a note regarding any questions you may have about any particular investment concepts or products. We will get back to you quickly with a thoughtful answer.

Helpful Content

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Top New Digital Tools for Small Businesses

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

 

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

View all articles arrow

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

View all calculators arrow

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.

Principles of Preserving Wealth

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

View all presentations arrow

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Suddenly Single: 3 Steps to Take Now

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

View all videos arrow