Values
One of our primary goals is to develop a long-term, trusting relationship with you.
Learn More
Accomplishments
One of the things that makes us more effective as financial advisers is our integrity.
Learn More
Legacy
We plan to assist you with continuing your families financial legacy.
Learn MoreHelpful Content
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
View all articles 
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
View all calculators
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Saving for College 101
Here’s a crash course on saving for college.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?