Helping to create and maintain YOUR wealth.
We offer the following:
- Financial & Retirement Planning
- Money Management During Retirement
- Estate Planning
- Educational Plans
- High Dollar Deferrals
- Legacy Planning and Insurance Needs
- Life, Long Term Care, and Medicare Supplement Insurance
By keeping our clients' objectives in focus, staying in contact with them throughout all market conditions, and making investment adjustments as economic or lifestyle conditions warrant, we maintain a constant commitment to putting service first.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Life insurance proceeds are generally tax-free. But not in all cases.
It's important to understand the pros and cons when considering a prepaid debit card.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Technology tips to make your next trip even better.
Estimate how much of your Social Security benefit may be considered taxable.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
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.
What if instead of buying that vacation home, you invested the money?
Are you ready for retirement? Here are five words you should consider.
Here are five facts about Social Security that might surprise you.
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.