Throughout the website you will find a wealth of information in the form of newsletter articles, calculators, and research reports. You can also see any upcoming seminars that we have planned.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
Start by finding out your personal risk number.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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