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Years of experience have prepared us to guide you through your life transitions.
How We Work
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.
John Smith - CEO & Founder
"Our business is built on a foundation of thoughtful client relationships."
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Here's a breakdown of how the federal government spends your tax money.
What can be learned from the savings rate?
For some, the social impact of investing is just as important as the return, perhaps more important.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
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.
That big list of dreams and goals isn't the only way to look at your bucket list.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Why are 401(k) plans, annuities, and IRAs so popular?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
For women, retirement strategy is a long race. It’s helpful to know the route.