We specialize in a money management system designed to be Low Risk, Low Volatility.
Whether you are a pre-retiree, retiree, or conservative investor, we want you to have a better financial future. We want you to realize financial success for whatever your time horizon is with a portfolio that has carefully managed risk and volatility.Find my Risk Tolerance Services We Offer Meet the Team Contact Us
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Purchasing homeowners insurance is critical for protecting your home.
Investors who put off important investment decisions may face potential consequence to their future financial security.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
There are things about Social Security that might surprise you.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
There are some key concepts to understand when investing for retirement
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.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
When do you need a will? The answer is easy: Right Now.
Here’s a crash course on saving for college.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Agent Jane Bond is on the case, cracking the code on bonds.