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.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

More Calculators →

What Is Cyber Insurance, and Do You Need It?

Cyber attacks and loss of data can be devastating, so businesses should be proactive about addressing this risk.

HOT TOPIC: The SECURE Act and Your Retirement Savings

A discussion of the important provisions in the SECURE Act that could affect retirement, tax, and estate planning strategies.

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.

Running with the Dogs

See how the Dogs of the Dow, an investing strategy known for chasing dividends and value, can be implemented through a unit investment trust.

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