Employee Benefits
You face a multitude of choices and costs to weigh when considering how to recruit and retain your employees. We help our clients find the best mix of benefits to meet your strategic goals.
Learn More
Risk Management
Protect your business. Protect your home and valuables. Our property and casualty insurance advisors understand your needs, from workers compensation to general bonding, tenants’ policies to umbrella coverage. We offer commercial and personal lines of insurance.
Learn More
Retirement Planning
After you’ve paid your employees, what’s left for you, the business owner? How have you planned for life in retirement? Our experienced advisors work with you to develop a strategy to envision and achieve your goals.
Learn MoreHelpful Content
How Big is Money?
Learn a little about worldwide currency in this fun infographic
4 Steps to Protecting a Child with Disabilities
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Pullbacks, Corrections, and Bear Markets
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
View all articles 
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
View all calculators
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
View all presentations
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Surprises
Making the most of surprises is a great reason to work with us.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.