What We Do
Our mission is to help our clients discover true wealth: all that money can't buy and death can't take away.Learn More
By coordinating all aspects of your financial life we can help you make smart financial decisions.Learn More
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Do your insurance needs stay the same when the nest empties?
Do you have an estate strategy? You should.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Tips on insuring your teen driver.
What can be learned from the savings rate?
The item most homeowners forget on their home improvement project checklist is insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your capital gains tax.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
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.
How does your ideal retirement differ from reality, and what can we do to better align the two?
A bucket plan can help you be better prepared for a comfortable retirement.
What is your plan for health care during retirement?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.