Understanding Today’s Financial Environment
We are a holistic financial services company, focused on helping our personal and corporate clients reach their financial goals by offering innovative solutions, best-in-class products, and superior technologies. With integrity and ingenuity at the forefront of our practice, we specialize in tailor-made cases that are as individual as the clients for which they are designed. Our objectives include developing solutions toward the accomplishment of significant goals as well as the satisfactory resolution of client issues. With over one-hundred combined years of experience in this industry, a track-record of exceptional success, a highly-educated and service-oriented staff, and up-to-the-second tracking and reporting systems, we are confident that we can produce a tailored-fit and financially rewarding experience.
Our company partners with some of the largest and most stable insurance, investment, real estate, mortgage, tax, and legal firms around the world. Through these connections we can offer consumers a myriad of options when it comes to their financial lives. With personal clients that stem from various backgrounds and corporate clients representing numerous different industries, our firm is widely practiced; this broad range of experience provides us with expertise no matter how complex the situation may be.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
The uncertainties we face in retirement can erode our sense of confidence.
Understanding the value of a home warranty.
Calculating your potential Social Security benefit is a three-step process.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Agent Jane Bond is on the case, cracking the code on bonds.
Making the most of surprises is a great reason to work with us.
When markets shift, experienced investors stick to their strategy.
Understanding the cycle of investing may help you avoid easy pitfalls.