WHO WE ARE
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.
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Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Ascertaining the value of your business is important for a variety of reasons.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator may help you estimate how long funds may last given regular withdrawals.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
You’ve made investments your whole life. Work with us to help make the most of them.
The market is as unpredictable as the weather. We’d love to help you prepare.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.