Our goal is to provide you with the resources you need for a sound financial strategy. Confidence comes from knowing that your objectives and goals can be reached because you are working with someone well versed, trained, and knowledgeable about financial services and one who keeps abreast of changes that occur in the financial world. We can help you successfully:
- Implement Strategies for reducing taxes
- Reach specific retirement goals
- Decide how to invest, based on your own goals and risk tolerance
- Ensure that your family and assets are suitably protected if the unexpected occurs
- Designed to help programs that will help you to achieve your special goals…buying a home, retiring early, financing your child’s education, and more
Newsletters
-
Don’t Forget About Credit When Planning for Retirement
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.
-
Small Businesses Could Face Borrowing Challenges
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
-
Debit or Credit — What’s the Difference?
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
-
HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
Calculators
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?