- Listen to identify your dreams and goals
- Gather, organize and analyze your financial information
- Make recommendations based upon your needs
- Agree upon clear objectives and risk expectations
- Monitor your investments and track the progress
- Refine and revise along the way
- Offer investment strategies with downside protection for unpredictable markets
- Help protect your family from life's unexpected challenges
- Assist you with creating a legacy for future generations
What is a fiduciary advisory?
Not all advisors are required to put your interests first.
Only financial advisors who are fiduciaries are required to act in the best interest of their clients. The fiduciary duty is the highest standard of care; it avoids conflicts of interests by acting with undivided loyalty and utmost good faith, even if doing so is contrary to yours.
Here's What to Expect
Get to Know You
During your free consultation with your personal financial advisor, we listen to you.
Know Your Goals
We gather, organize and analyze your financial information. We make recommendations based upon your needs, goals and dreams.
Make a Plan
We agree upon clear objectives and risk expectations. We offer investment strategies with downside protection for unpredictable markets.
As your dedicated financial advisor, we monitor your investments and track the progress. We help protect your family from life's unexpected challenges.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Life insurance proceeds are generally tax-free. But not in all cases.
Purchasing homeowners insurance is critical for protecting your home.
Currency has been around for a long time. Here’s a quick history lesson.
A change in your mindset during retirement may drive changes to your portfolio.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you should be saving for college.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
The market is as unpredictable as the weather. We’d love to help you prepare.
Agent Jane Bond is on the case, cracking the code on bonds.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How will you weather the ups and downs of the business cycle?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Do you know how to set up your financial goals for success? This knight does.