Planning, Protecting, Providing
Full-service and independent financial planning firm.Request a FREE Consultation
In an ever changing world, we strive to offer clients customized solutions and guidance when making important decisions concerning financial planning, personal and business insurance protection, and investment management.
Through personalized customer service and the use of sophisticated tools, in-depth analysis and appropriate investment vehicles, we endeavor to exceed our clients’ expectations regardless of how simple or complex their objectives.
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We’re more than just a place to do business…
We strive to offer clients customized solutions and peace of mind when making important decisions concerning financial planning, personal and business insurance protection, and investment management. We can help you address your needs of today and for many years to come.Learn More
We strive to encompass the current and future needs of our clients' financial life. Some of the varied financial advice and wealth management services we provide include skilled money management, investment strategy, insurance consulting, tax analysis, and retirement and estate planning.Learn More
Dollars and Sen$e
Tune in to "Dollars and Sen$e", our monthly cable television show. Every month, we dive deeper into our viewers’ most pressing financial concerns and cover topics such as retirement planning, insurance needs, and other planning matters. "Dollars and Sen$e" airs on PCTV.Learn More
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Understanding how capital gains are taxed may help you refine your investment strategies.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Building wealth requires protection from the forces of wealth destruction.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Why are 401(k) plans, annuities, and IRAs so popular?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Here’s a crash course on saving for college.
Here are five facts about Social Security that might surprise you.
How does your ideal retirement differ from reality, and what can we do to better align the two?