Your Life. Your Plan.
Whatever stage of life you are in, we want to be there every step of the way in helping you achieve financial success. We specialize in creating customized financial strategies that incorporate life insurance and its many benefits into your comprehensive financial plan; allowing your money to grow tax free, be removed tax free, and to transfer tax free.
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. 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.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Don’t overlook the need for renter’s insurance if you rent your home.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
When to start? Should I continue to work? How can I maximize my benefit?
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Here are 4 great, and sometimes unexpected, places to raise a family.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Making the most of surprises is a great reason to work with us.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Agent Jane Bond is on the case, cracking the code on bonds.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Make your retirement as exciting as your next vacation.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?