"Quality, Integrity, Insight..."

Welcome to our Web site, here you will learn more about our Company and the services we provide to our clients. In addition, you will find a wealth of information in the form of newsletter articles, calculators, and research reports made available to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with our skilled professionals in pursuing your financial goals and objectives.
We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we would not want you to miss any developments in the area of personal finance.
Newsletters
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Some Small Companies Facing Tariff Troubles
Small-business owners should watch for trade policy changes that could impact their products, supply chains, or competitors.
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Caught in the Middle: The Sandwich Generation
Tips to help balance the competing demands of saving for retirement and providing financial support to adult children and aging parents.
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What’s the Real Return on Your Investments?
Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.
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Technology Trend: How Blockchain Could Impact the Future
Businesses and governments are exploring blockchain applications as they seek to improve transparency, increase productivity, and reduce costs.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.