Our Process Overview
Your Money, Your Goals, Our Guidance!
Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. Whether you’re 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. Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
It sounds simple, but paying yourself first can really pay off.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
It's easy to let investments accumulate like old receipts in a junk drawer.
Are Real Estate Investment Trusts right for your portfolio?
Why are 401(k) plans, annuities, and IRAs so popular?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Do you have causes that you want to support with donations? Here are three tips.