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.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding questions you may have about any particular investment concepts or products. Long-term relationships that encourage open and hones communication have been the cornerstone and foundation of our business.
Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Do you understand these common mobile slang terms?
Knowing how insurance deductibles work can help you save money and give you peace of mind.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
When you’re married and have children, insurance needs will be different.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you should be saving for college.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Even low inflation rates can pose a threat to investment returns.
A special needs trust helps care for a special needs child when you’re gone.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.