We believe you need a partner and a plan that are:
The details matter
The many pieces of financial life are intertwined
An idea may be good, but is it good for you?
Someone is always keeping an eye out for you
Who We Serve
- Growing Families who want to tackle life with a fact-based plan
- Successful pre-retirees mulling over work flexibility and/or retirement
- Retirees who want to ensure that they can continue enjoying the retirement life
- Widows, widowers, and divorcees looking to take control of their financial life
- Families undergoing medical adversities looking for finances to be the least of their worries
- Business owners who know that any business decision affects their personal financial situation
We want to get to know you to see if we can helpContact Us for a Free Exploratory Consultation
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Military families face unique challenges, making personal finance even more critical.
For many, retirement includes contributing their time and talents to an organization in need.
Investors who put off important investment decisions may face potential consequence to their future financial security.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Agent Jane Bond is on the case, cracking the code on bonds.
What is your plan for health care during retirement?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Taking your Social Security benefits at the right time may help maximize your benefit.
Here are five facts about Social Security that might surprise you.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.