Our founders are committed to the highest levels of professional courtesy, accuracy and ethics. Our team cares deeply about the well-being of you and your loved ones, which we demonstrate through our personalized service, effective collaboration, continuing education and diligent market research.
With over 50 years of combined financial industry experience, we are well equipped to address all aspects of your unique situation and to seek the most appropriate strategies for treating your overall financial picture. Our extensive experience in investments, retirement planning and business strategies enables us to develop a holistic game plan that helps you pursue your vision of success.
Our relationship with you is based on mutual trust and respect. As this relationship grows, we maintain strong communication through timely market and financial updates, annual portfolio reviews and ongoing personal contact.Contact Us
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Do you have an estate strategy? You should.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
A quick look at how federal income taxes work.
A few strategies that may help you prepare for the cost of higher education.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
This calculator can help determine whether it makes sense to refinance your mortgage.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Smart investors take the time to separate emotion from fact.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
You’ve made investments your whole life. Work with us to help make the most of them.
It's easy to let investments accumulate like old receipts in a junk drawer.