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 our foundation of success.
SERVING THOSE WHO SERVE OTHERS
GUIDING CLIENTS TO AND THROUGH RETIREMENT
ENCOURAGING STEWARDSHIP WITH GOD'S RESOURCES
Our business is built on a foundation of thoughtful client relationships.
From years of experience we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for now as well as the future. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your present needs and long-term goals.
We invite you to explore what we have to offer. If you have a question please contact us. We would enjoy speaking with you.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
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This article may help you maximize the benefits of your donation for your chosen charity.
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When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
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Sound estate management includes creating financial and healthcare documents. Here's an inside look.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Peer-to-peer payment apps are one of the newest ways to send money.
There are hundreds of ETFs available. Should you invest in them?
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Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Investors seeking world investments can choose between global and international funds. What's the difference?