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.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Making the most of surprises is a great reason to work with us.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
There’s a link between debt and stress.
A change in your mindset during retirement may drive changes to your portfolio.
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much you have the potential to earn during your working years.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
What is your plan for health care during retirement?
Even low inflation rates can pose a threat to investment returns.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
With alternative investments, it’s critical to sort through the complexity.
Here are five facts about Social Security that might surprise you.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?