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Encore Careers: Push Your Boundaries Understanding the SECURE Act Stay Safe with a B.O.P. At Your Back The Long Run: Women and Retirement

Client Centered

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

Personalized Service

Personalized Service

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.

Helpful Content

Surprises

Surprises

Making the most of surprises is a great reason to work with us.

The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

 

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Saving for College 101

Here’s a crash course on saving for college.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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