Take Back Control of Your Financial Future
Today’s economic environment presents many challenges. However, along with these challenges comes opportunities and potential rewards.
Whether you’re facing retirement — looking for more effective ways to save for retirement — or want to better understand certain investment ideas—we can help you address your most pressing money questions.
Our mission is simple: We help people take back control of their financial future.
It's all to common to feel confused and overwhelmed... maybe even a little scared of financial decisions that effect retirement. It's natural. As such, many loose sleep over past decisions, feel helpless, or ignore the problem all together.
We are here to help you take back control!
Long-term relationships that encourage open and honest communication have been the cornerstone of our success. Our first priority is to YOUR overall financial and non-financial well being. We want to learn more about YOUR personal situation, identify YOUR dreams and goals, and understand YOUR tolerance for risk. Only through this understanding can we properly craft an appropriate financial strategy.
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 our website, send us a note with any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Then, when you are read, schedule an appointment for a FREE initial consultation.
We look forward to hearing from you.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
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 key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn how to harness the power of compound interest for your investments.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Understanding the cycle of investing may help you avoid easy pitfalls.