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 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 Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your capital gains tax.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
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 chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
All about how missing the best market days (or the worst!) might affect your portfolio.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What are your options for investing in emerging markets?
A special needs trust helps care for a special needs child when you’re gone.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.