Your Financial Future
Today’s economic environment presents many challenges. Along with those challenges come opportunities and potential rewards for those who can identify long-term trends.
Whether you are facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. 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.
This website is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. Please take advantage of it. As you peruse the website, please send us a note regarding any questions you may have about any particular investment concept(s) or product(s). We’ll get back to you in our usual timely fashion with well-thought-out answers. We are looking forward to knowing that you took the right actions today to prepare your family and loved ones for a better future.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
It's important to understand the pros and cons when considering a prepaid debit card.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
How literate are you when it comes to your finances? Brush up with these five basics.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
You’ve made investments your whole life. Work with us to help make the most of them.
A special needs trust helps care for a special needs child when you’re gone.
That big list of dreams and goals isn't the only way to look at your bucket list.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
It's easy to let investments accumulate like old receipts in a junk drawer.