Who Are Our Clients?
Our clients are individuals and families who embrace life in its fullness and who are passionate about their commitments to family, faith, community, and their own ongoing self-development.
They live busy lives, and regardless of their age or stage of life, they are young at heart.
They have spent their lives committed to hard work and are devoted to family, friends, and the greater community.
Our clients have been successful in their lives and finances and want to simplify and consolidate their life savings and implement sound strategies that will help them protect, grow, and eventually transfer their wealth to those they love and the causes they care about.
Many of our clients are experiencing a life transition and are concerned about the multiple risks they face in rearing a family, caring for parents, or entering retirement. These include concerns over market volatility, changing social and economic conditions, high taxes, outliving assets, or the possibility of a catastrophic health care event. Our clients are looking for peace of mind in an ever-changing world.
Our clients value a comprehensive, disciplined approach to financial planning that is committed to mitigating the myriad risks they face. They are motivated to make proactive changes in order to meet the challenges they face by developing meaningful, achievable goals and implementing a plan that puts them confidently on course to actualize their dreams and successfully reach those goals.
Download Our "9 Investment Pitfalls" Whitepaper
Few words better characterize today's financial markets than uncertainty. We believe investors need to adjust their expectations in order to adapt to the road ahead.
Read our whitepaper to find out what critical mistakes investors should avoid.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
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Ascertaining the value of your business is important for a variety of reasons.
A change in your mindset during retirement may drive changes to your portfolio.
Calculating your potential Social Security benefit is a three-step process.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Use this calculator to estimate your capital gains tax.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
Here’s a quick guide to checking to see if you have unclaimed money.
Agent Jane Bond is on the case, cracking the code on bonds.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Do you know these three personal finance sayings?
There are three things to consider before dipping into retirement savings to pay for college.
There are a few things to consider when buying or leasing your next vehicle.