Understanding Today’s Financial Environment
We provide customized strategies for financial paths. We help guide our clients toward a desired balance of investment income with an acceptable level of risk by using proper asset allocation. We have the advantage of having a knowledge base to pull from to give our clients up-to-date, intelligent advice when it is critically needed. We utilize our access to critical independent research to help us track US financial markets as well as international markets. In addition, we use software that helps us to analyze behavior in the markets and develop a plan to potentially meet those challenges. While no system or strategy can assure a profit or protect against a loss, when the markets show movement we are primed to react on the client’s behalf.Contact Us
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What’s the deal with your yearly free credit report?
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
It sounds simple, but paying yourself first can really pay off.
Life insurance proceeds are generally tax-free. But not in all cases.
For some, the social impact of investing is just as important as the return, perhaps more important.
Probate can be a completely public process, or it can be managed to include as little information as possible.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
What does your home really cost?
Do you know these three personal finance sayings?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
When do you need a will? The answer is easy: Right Now.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?