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!
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Here are six flags that may make your tax return prime for an IRS audit.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Understanding how a stock works is key to understanding your investments.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
The decision whether to buy or rent a home may have long-term implications.
There are three things to consider before dipping into retirement savings to pay for college.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Taking your Social Security benefits at the right time may help maximize your benefit.