Financial Independence, Direction & Guidance.
Aren't these all things you'd expect from a trusted advisor and friend?
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
We create strategies tailored to your goals.
Our goal is to always put your interests and needs first.
We enjoy building trusted relationships that span generations.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Understanding how capital gains are taxed may help you refine your investment strategies.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
How literate are you when it comes to your finances? Brush up with these five basics.
Being healthy not only makes you feel good, it may also help you financially.
It's important to make sure your retirement strategy anticipates health-care expenses.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
That big list of dreams and goals isn't the only way to look at your bucket list.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Smart investors take the time to separate emotion from fact.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
How will you weather the ups and downs of the business cycle?
Learn how to harness the power of compound interest for your investments.