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.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Simple steps may help you foil hackers and protect your privacy.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Life insurance proceeds are generally tax-free. But not in all cases.
As our nation ages, many Americans are turning their attention to caring for aging parents.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Here are five facts about Social Security that might surprise you.
When should you take your Social Security benefit?
There are a few things to consider when buying or leasing your next vehicle.