Plan for the Future, LIVE IN THE NOW
You have goals for your financial future and we have a long history of providing the kind of objective, professional, and uncompromising advice that seeks to help you get there. But we also believe in helping you enjoy yourself along the way. And if you don’t know where “there” is, we can help with that too.
Contact UsHelpful Content
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
View all articles 
Saving for College
This calculator can help you estimate how much you should be saving for college.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
View all calculators
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
View all presentations
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Rightsizing for Retirement
What does your home really cost?
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.