Legacy You Can Count On
Today, our financial goals and concerns are multifaceted. We understand that the right financial plan for you isn’t necessarily right for everybody else. We take the time to analyze and understand all of the factors that contribute to your financial picture. Because of this approach, we are able to integrate a financial strategy that fits into your lifestyle and is designed to get you to the place you want to be in the future. We know how important it is to put the clients’ needs first, and that is why all of our plans are personalized.
Our approach to financial planning follows four focal points: “The Four P’s”.
- Protect- saving for your financial future
- Preserve- investing for financial goals
- Prepare- for living in retirement
- Plan- estate planning strategies
Building Your Legacy
A four-step framework for building a personal legacy.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Calculating your potential Social Security benefit is a three-step process.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Bonds may outperform stocks one year only to have stocks rebound the next.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
This calculator demonstrates the power of compound interest.
This calculator can help you estimate how much you should be saving for college.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Smart investors take the time to separate emotion from fact.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The decision whether to buy or rent a home may have long-term implications.
With alternative investments, it’s critical to sort through the complexity.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.