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.
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.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Calculating your potential Social Security benefit is a three-step process.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
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.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are a few things to consider when buying or leasing your next vehicle.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Here’s a crash course on saving for college.
It’s never a bad time to speak with your financial professional about changes in your situation.
Agent Jane Bond is on the case, cracking the code on bonds.