We are a financial and insurance services company with divisions that focus on employee benefits including; retirement plans (401k, 403b, ESOP, defined benefit and deferred-compensation), individual wealth management, financial planning and executive benefits. The firm engages clients in needs analysis and provides recommendations based on its proprietary process. A client will engage through both one-on-one meetings as well as technology-driven interactions. It’s a personal relationship backed by technology and efficiencies.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Can you keep up with your children’s mobile slang?
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Five creative (and inexpensive) ideas for motivating your employees.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Building wealth requires protection from the forces of wealth destruction.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Making the most of surprises is a great reason to work with us.
Taking your Social Security benefits at the right time may help maximize your benefit.
Learn how to harness the power of compound interest for your investments.
Smart investors take the time to separate emotion from fact.
Do you have causes that you want to support with donations? Here are three tips.
Around the country, attitudes about retirement are shifting.