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
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial 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.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Understanding the value of a home warranty.
There are four very good reasons to start investing. Do you know what they are?
Tips to avoid checking in luggage on your next vacation.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you should be saving for college.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
What if instead of buying that vacation home, you invested the money?
Learn how to harness the power of compound interest for your investments.
Smart investors take the time to separate emotion from fact.
When do you need a will? The answer is easy: Right Now.
With alternative investments, it’s critical to sort through the complexity.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.