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.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Consider a Customized Disability Policy

Review the potential benefits of an individual disability income policy vs. a group policy, as well as common riders.

Interest Rates and the Economy

Do you know which factors influence bond yields and why the gap between short- and long-term yields is often viewed as an economic indicator?

A Steady Strategy in Turbulent Times

Dollar-cost averaging can help investors focus on building their portfolios through regular investing rather than reacting to market swings.

Watch Out for Scams That Target Businesses

Financial scams aimed at businesses are on the rise. See which potentially costly schemes owners and employees need to look out for.

More Newsletters →