Here we provide you with additional resources to assist you with managing your financial future.
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We want to emphasize that the one-on-one relationship that allows us to assess your unique financial needs and goals is our top priority.
We hope you find this site useful and look forward to a long, continued relationship.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Why are they made again and again? Making sense of these errors in judgement.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
What kind of auto insurance should you have? Do you know?
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Using smart management to get more of what you want and free up assets to invest.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Here’s a crash course on saving for college.
What if instead of buying that vacation home, you invested the money?
Do you have causes that you want to support with donations?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A special needs trust helps care for a special needs child when you’re gone.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.