We are a financial and insurance services company with divisions that focus on employee benefits including; retirement plans (401k, 403b, ESOP, profit sharing, defined benefit and deferred-compensation) 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.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Understanding how capital gains are taxed may help you refine your investment strategies.
Ascertaining the value of your business is important for a variety of reasons.
Learn when it may not make sense to file a claim on your home insurance.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
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 long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Agent Jane Bond is on the case, cracking the code on bonds.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
How do the markets usually react to elections? Was the 2016 election any different?
When should you take your Social Security benefit?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The average retirement lasts for 18 years. Are you prepared to fill that many days?