Who We Are
One of our primary goals is to develop a long-term, trusting relationship with you.Learn more
What We Offer
One of the things that makes us more effective as financial advisors is our independence.Learn more
News You Can Use
Insights and understanding that can help you better define your financial objectives.Learn more
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Do your insurance needs stay the same when the nest empties?
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Technology tips to make your next trip even better.
Here are five facts about Social Security that are important to keep in mind.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
This calculator can help you estimate how much you may need to save for retirement.
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
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Agent Jane Bond is on the case, cracking the code on bonds.
What if instead of buying that vacation home, you invested the money?
A special needs trust helps care for a special needs child when you’re gone.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How will you weather the ups and downs of the business cycle?