Understanding Today’s Financial Environment
We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of planning for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
Helpful Content
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
View all articles 
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
View all calculators
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
View all presentations
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.