Helping You Plan Your Financial Future

Welcome  to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.







We hope your visit will help you understand the opportunities that are available when you take a proactive approach to your personal financial situation. We created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We're here to help educate you about the basic concepts of financial planning, We want to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Car Affordability

How much can you afford to pay for a car?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators →

Do You Have Enough Life Insurance?

The differences between term life insurance and permanent life insurance and the advantages of an individual policy.

Bracing for Potential Cybersecurity Threats

Understanding cyber security threats and some tips to help small businesses defend their data and protect their interests.

Surprise! It’s Retirement Time

Consider these tips to prepare for the possibility that you might retire earlier than planned.

Insuring Your College Student

Before leaving for college, be sure your student has his/her insurance needs (medical, auto, personal property) addressed.

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