Business Planning
Strategies designed for everyone from the employer, to the self-employed individual, to the corporation.
Access my SecureDrawer™
Your personal file sharing system allows you to access your tax returns, organizers, & source documents as well as upload and deliver documents to us securely and efficiently.
Investment Strategies*
Whatever your objectives, we can help you design an investment strategy tailored to your unique situation.
Wealth Management Solutions for Life
Products & Services
Planning & Advisory Services
Create a lasting legacy. It is important to coordinate all aspects of your finances to help accomplish your highest purpose.
Investments*
Invest in what matters. We believe there is wisdom in systematically saving over a period of time using a principled investment strategy.
Insurance
Protect what’s important. We believe that purchasing appropriate insurance doesn’t demonstrate a lack of faith but rather prudent planning.
Helpful Content
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Building Your Legacy
A four-step framework for building a personal legacy.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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
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The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.