Transform your financial perspective. See the big picture for real, with The Living Balance Sheet®.Learn More
FOR YOUR FAMILY
Protect the ones you love financially. Keep your family safe, no matter what the future brings.Learn More
FOR YOUR BUSINESS
Build a great business. Protect it and take good care of the people who help it thrive. Including you.Learn More
UNCOMMON STRATEGIES: LESS RISK. TAX STRATEGIES. MORE INCOME IN RETIREMENT.
How much do you think you’ll need to retire? A “magic number” is the traditional approach to financial planning. How’s that working out for us? According to the National Bureau of Economic Research, over 40% of American households experienced financial distress due to the 2008 mortgage crisis. People who had carefully planned for their retirement, saw their investments disappear and their savings dwindle. Life is unpredictable. You need strategies that protect your wealth and help you build financial independence, no matter what happens.Contact Us
Join Our Firm
Do you have an entrepreneurial spirit and a passion to help people? Build your own practice with the freedom to determine your own market. Bring value to the lives’ of others by helping them achieve their financial goals.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
For homeowners who think their property taxes are too high, there are ways to appeal.
Calculating your potential Social Security benefit is a three-step process.
How long does a $20 bill last?
Here are some simple and inexpensive energy-saving tips that may help you save money.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
How can Life Insurance play a role in your college savings strategy?
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
When should you take your Social Security benefit?
Here is a quick history of the Federal Reserve and an overview of what it does.
Agent Jane Bond is on the case, cracking the code on bonds.
$1 million in a diversified portfolio could help finance part of your retirement.
Making the most of surprises is a great reason to work with us.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.