Welcome:

As a financial services firm, we offer a wide array of products to suit your retirement goals and financial needs:

  • Life Insurance - Whole, Term & Universal
  • Health Insurance - Major Medical, Short Term Medical, Health Savings Accounts(HSA), Medicare Supplement, Medicare Prescription Plans, Dental Insurance, Vision Insurance
  • Annuities - Fixed and Variable
  • Retirement - Traditional IRA's, Roth IRA's, 401(k)'s, Rollovers, Mutual Funds, College Planning

January 23, 2019 @ 11:14 AM

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Do You Need an Umbrella?

American society remains litigious — an umbrella insurance policy can provide additional coverage for personal liability.

Inflation Protection for Investment Dollars

Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against a potential spike in inflation.

Phasing Out…or Practice Makes Perfect

Here are some ideas for arranging a phased retirement program, as well as tips for trying a practice run.

Family Limited Partnerships for Estate Planning Purposes

A family limited partnership is a legal agreement that enables business owners and their heirs to address tax issues, business succession, and estate planning needs.

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  • Articles

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Tax Library

    Tax Library

    Manage your taxes and prepare for the upcoming tax season.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    Flipbooks

    These magazine-style flipbooks provide helpful information.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →