Our goal is to help you understand and appreciate the potential rewards that are available using our ACTIVE MANAGEMENT approach to your investments. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. We hope you see the value of working with our skilled CERTIFIED FINANCIAL PLANNING PROFESSIONALS® to help you pursue your unique financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Good employee health can be great for the company’s bottom line.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Making the most of surprises is a great reason to work with us.
Even low inflation rates can pose a threat to investment returns.
Here is a quick history of the Federal Reserve and an overview of what it does.
When do you need a will? The answer is easy: Right Now.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.