Working with an independent advisor ensures that your advisor will choose solutions that are suited to your unique needs and will never be obligated to sell proprietary products.
Our practice was built and designed to serve others. We advocate for our clients and promise to serve everyone with the same passion and energy with which we serve our country and community.
Independent doesn’t mean alone. Our practice is supported by over 20 seasoned professionals that stand ready to tackle any financial planning questions.
Our focus is on your [future].
We are a client-focused, principles-driven, advice and asset management company.
Our mission is to have meaningful relationships doing meaningful work with individuals, families, and business that share our principles.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
The market is as unpredictable as the weather. We’d love to help you prepare.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Building wealth requires protection from the forces of wealth destruction.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
There are some smart strategies that may help you pursue your investment objectives
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.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
There’s an alarming difference between perception and reality for current and future retirees.
When do you need a will? The answer is easy: Right Now.