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
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Good employee health can be great for the company’s bottom line.
Purchasing homeowners insurance is critical for protecting your home.
Even if you’re young and single, you should still consider protecting yourself.
Healthy habits are one of the greatest gifts to give your child.
Simple steps may help you foil hackers and protect your privacy.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you may need to save for retirement.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
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.
There are some smart strategies that may help you pursue your investment objectives
What is your plan for health care during retirement?
What if instead of buying that vacation home, you invested the money?
If you died, what would happen to your email archives, social profiles and online accounts?
Peer-to-peer payment apps are one of the newest ways to send money.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
$1 million in a diversified portfolio could help finance part of your retirement.