Providing Protection and Financial Advice
This is what we do...
We work all our lives to provide for ourselves and family and while doing so hope to save up enough to one day be able to say "I'm retired!" Along the way, there are risks that need to be accounted for and protected against: the risk of dying early, becoming disabled, sustaining a loss or damage to our major assets, needing advanced care from a nursing home or seeking care inside the home. This is what insurance is for. It provides peace of mind to us as we travel down our path in life. We are here to help you navigate down your path.
With over 15 years of experience in the financial services industry, we feel that we can be of great service to you. Being an independent agency, we have the ability to access several companies for your needs which allows us to offer you great rates on the solutions we find for your particular needs!
Our mission, in accordance with our Christian faith, is to "serve one another, humbly in love" as Galatians 5:13 states. We look forward to the opportunity to serve you!
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Gaining a better understanding of municipal bonds makes more sense than ever.
At what point can you call a personal vehicle commercial?
Taking regular, periodic withdrawals during retirement can be quite problematic.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
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.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
If you died, what would happen to your email archives, social profiles and online accounts?
Here are five facts about Social Security that might surprise you.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
There are hundreds of ETFs available. Should you invest in them?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.