- 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.
The Best Apps in Travel
Technology tips to make your next trip even better.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
It may help your business be better prepared in the event of the death of a principal or key employee.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How do the markets usually react to elections? Was the 2016 election any different?
Agent Jane Bond is on the case, cracking the code on bonds.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
$1 million in a diversified portfolio could help finance part of your retirement.
There’s an alarming difference between perception and reality for current and future retirees.