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 facing retirement or looking to better understand certain investment ideas, our CERTIFIED FINANCIAL PLANNER™ professionals 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, to identify your dreams and goals, and to understand your tolerance for risk. Longterm 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 that are 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 particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Understanding the economy's cycles can help put current business conditions in better perspective.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There’s an alarming difference between perception and reality for current and future retirees.
Understanding the cycle of investing may help you avoid easy pitfalls.
Why are 401(k) plans, annuities, and IRAs so popular?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?