Our firm’s stewardship of client finances is rooted in our core values. Our genuine sense of responsibility, our diligence, and our integrity earn the trust of our clients.
Our firm’s value of building strong, lifelong client relationships is paramount. We believe that service excellence is achieved by: developing a comprehensive picture of client needs; on-going analyses; financial solutions implementation; and keeping abreast of our clients’ life transitions.
Helping our clients grow in their own financial literacy adds value to our overall client services. We advisors continually expand our financial knowledge through diligent continuing education. We then assist our clients develop a better understanding of their financial situation and needs.
We view our clients’ finances as a puzzle with the various pieces impacting each other. Developing successful financial solutions requires us to first understand our clients’ individual financial pieces. Our solutions connect the pieces into a financial picture. Life events impact the plan. So a personal relationship with our clients is essential to achieve a continually updated, successful financial plan.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
It's important to understand how inflation is reported and how it can affect investments.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
How do the markets usually react to elections? Was the 2016 election any different?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Agent Jane Bond is on the case, cracking the code on bonds.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
A special needs trust helps care for a special needs child when you’re gone.
When do you need a will? The answer is easy: Right Now.