Here we provide you with additional resources to assist you with managing your financial future.
Please remember that technology and information are only one small part of the service we provide. We have not lost sight of the fact that human contact and personalized service are the most important part of what we do.
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.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Bonds may outperform stocks one year only to have stocks rebound the next.
Term insurance is the simplest form of life insurance. Here's how it works.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some smart strategies that may help you pursue your investment objectives
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.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Taking your Social Security benefits at the right time may help maximize your benefit.
Learn about what risk tolerance really means in this helpful and insightful video.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
All about how missing the best market days (or the worst!) might affect your portfolio.
A special needs trust helps care for a special needs child when you’re gone.