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We are a mirror of our clients: business owners and executives who act with honesty and integrity, and value their families and their community.
• We seek long-term relationships that extend for generations.
• We place our clients first.
• We believe we are a part of something bigger.
Follow our latest updates.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Here are 4 great, and sometimes unexpected, places to raise a family.
Do you have an estate strategy? You should.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Don’t overlook the need for renter’s insurance if you rent your home.
This questionnaire will help determine your tolerance for investment risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
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.
There are some key concepts to understand when investing for retirement
Smart investors take the time to separate emotion from fact.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
How do the markets usually react to elections? Was the 2016 election any different?
The market is as unpredictable as the weather. We’d love to help you prepare.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
When should you take your Social Security benefit?