Navigating Uncertain Times
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
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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."
Our Process
Our History
Our Values
Our Process
Our History
Our Values
Helpful Content
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.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
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Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.