Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re just starting out with your career & family, facing retirement, looking at establishing your estate—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or what may be appropriate for your specific situation. We'll get back to you quickly with a thoughtful answer.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Term insurance is the simplest form of life insurance. Here's how it works.
Understanding how a stock works is key to understanding your investments.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
It's important to make sure your retirement strategy anticipates health-care expenses.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
There are some smart strategies that may help you pursue your investment objectives
The decision whether to buy or rent a home may have long-term implications.
Even low inflation rates can pose a threat to investment returns.
Estate conservation is too important to put off. Do you have a smart exit strategy?
If you died, what would happen to your email archives, social profiles and online accounts?
There are three things to consider before dipping into retirement savings to pay for college.
The market is as unpredictable as the weather. We’d love to help you prepare.