Personalized Planning for a Confident Financial Future
YOUR FINANCIAL PARTNER
The foundation of our approach is a deep planning perspective that we use to design a comprehensive financial plan to help you pursue your distinct goals. We are your financial partner – we work collaboratively with you to establish a strategy that you understand, are comfortable employing and feel confident following toward your dreams.
Whether you want to plan for retirement, manage risk, save for college education, plan your estate – or all of those – we have the experience and resources to help. You know your goals. We know financial planning. Together, we can help you discover financial confidence.
If you’re not confident about your financial plan, let’s talk. No pressure. No commitment. Just a conversation about your financial well-being.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Purchasing homeowners insurance is critical for protecting your home.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
For some, the social impact of investing is just as important as the return, perhaps more important.
Learn when it may not make sense to file a claim on your home insurance.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
Principles that can help create a portfolio designed to pursue investment goals.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Around the country, attitudes about retirement are shifting.
Agent Jane Bond is on the case, cracking the code on bonds.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
A bucket plan can help you be better prepared for a comfortable retirement.
There are hundreds of ETFs available. Should you invest in them?