We provide resources in financial planning, estate planning, insurance, investments, employer retirement plans, and employee benefits.
Questions we have helped our clients answer include:
"How do I protect my family and my land if I need nursing home services?"
"Do I have enough money to retire next year?"
"What do I need to consider before I sell my business?"
We work with farmers, business owners, government employees, medical professionals, and others who are looking for a partner to help them make informed life decisions.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
How long does a $20 bill last?
A change in your mindset during retirement may drive changes to your portfolio.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Apps that help small business owners better manage and grow their business.
What’s the deal with your yearly free credit report?
This calculator demonstrates the power of compound interest.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
What does your home really cost?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.