Navigating a VSIP
Learn how we can work with you to build a solid foundation for your retirement.
We provide up-to-date, easy to understand insights on what’s happening in the economy and the markets.Learn More
We can help you build your legacies through creative financial strategies in financial planning and investing.Learn More
Using our knowledge, skills, and resources to help you increase your capacity to live and to give.
We are partners with our clients, working together to create enduring relationships based on positive change and empowerment to build legacies through creative financial strategies. Our clients include university professors, business executives, and private individuals.
- To be the premier resource of financial information and advice for our clients
- To be innovators in financial planning strategies
- To provide an encouraging atmosphere for our advisors and staff to thrive
- To inspire philanthropy
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
To choose a plan, it’s important to ask yourself four key questions.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
What does the Tax Reform and Jobs Act mean for you?
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Purchasing homeowners insurance is critical for protecting your home.
This calculator will help determine whether you should invest funds or pay down debt.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
This calculator shows how inflation over the years has impacted purchasing power.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
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.
A special needs trust helps care for a special needs child when you’re gone.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
$1 million in a diversified portfolio could help finance part of your retirement.
Here are five facts about Social Security that might surprise you.
What are your options for investing in emerging markets?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.