One of our primary goals is to develop a long-term, trusting relationship with you.Learn More
We are committed to the fiduciary standard of care, so we always do what is best for you.Learn More
Insights and understanding that can help you better define your financial objectives.Learn More
Your SmartVestor Pro
There are plenty of financial advisors to choose from, so how do you know who you can trust to give you sound advice? Dave Ramsey has made it easy.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Lifestyle considerations in creating your retirement portfolio.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
This calculator demonstrates the power of compound interest.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There’s an alarming difference between perception and reality for current and future retirees.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A bucket plan can help you be better prepared for a comfortable retirement.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Women must be ready to spend, on average, more years in retirement than men.