Our Tools

• Employer Plans
• IRAs
• Annuities
• Pensions
• Roth IRA
• SEP IRA
• Simple IRA
• Income/Expense projections
• Investments
• Social Security

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

• Money Management
• Variable Annuities
• Brokerage Accounts
• Certificates of Deposit
• Educational IRA
• Traditional IRA
• Money Management
• Variable Annuities
• Brokerage Accounts
• Certificates of Deposit
• Educational IRA
• Traditional IRA

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

• Long-Term Care
• Disability
• Life
• Health
• Estate
• Disability Income

Your DNA Test 

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

• Trusts
• Insurance
• Taxes
• Wills
• Charities
• Heirs

When Do You Need a Will?

When do you need a will? The answer is easy: right now.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

• Medicare Planning
• Retirement Expenses
• Healthcare Costs
• College Planning
• Living Expenses

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

• Business Planning
• Key Man Policies
• Golden Handcuffs
• Buy/Sell Agreements
• Golden Handcuffs
• Buy/Sell Agreements

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

• Retirement Plans
• Tax Plans
• 401(k) Planning
• 403(b) Planning
• College Plans
• Estate Plans
• Money Purchasing Plans
• Profit Sharing Plans

Should You Tap Retirement Savings to Fund College?

Three things to consider before dipping into retirement savings to pay for college.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.