Your Financial Future
You might have an attorney, an accountant, a stockbroker and an insurance agent; but who is coordinating all of your financial affairs? Who works with you to help ensure that decisions made are aligned with your financial goals? In these volatile times, financial planning is no longer a do-it-yourself project. There has never been a time when there was a greater need for competent advice and compassionate planning services.
We are a fee-based financial services firm dedicated to providing hands-on advice, service, and support. Our Financial Second Opinion™ program is a comprehensive investment analysis tool that can help you work towards reaching your goals.
We want our clients to be as informed as possible, so our site is filled with educational videos, articles, presentations, and calculators. Please feel most welcome to send me a note regarding any questions you may have about your situation or any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
When you’re married and have children, insurance needs will be different.
Second marriages are a trigger event to revisit any existing estate strategies.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Bucket lists don’t have to be for tomorrow.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Do you know how to set up your financial goals for success? This knight does.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Here is a quick history of the Federal Reserve and an overview of what it does.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.