
Welcome to our website! We have created this site for our clients and those considering our services to serve as a resource for your financial planning needs. You can view your investment accounts by using the Featured Links button. You can research securities or get stock quotes. We also have financial planning calculators* to help with almost any financial situation. You can also see how the markets performed today and create and track your own investment portfolio. We encourage you to e-mail us and use this site as an additional line of communication to our office. We will respond to your questions and comments as quickly as possible. Come back often and visit, as there will always be something new for you to explore. Enjoy your visit!
*Interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
Newsletters
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HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail
This article looks at the “new normal,” its effect on consumer behavior and the retail industry, and what that could mean for the economy.
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Looking for Value with P/E Ratios
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
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Should You Pay Off Student Loans Early or Save More for Retirement?
Wondering whether you should pay off student loan debt today or save for the future? Here are some considerations to help make the decision.
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Return of Premium Life Insurance: Protection and Cash Back
This article provides an overview of the pros and cons of a type of term policy – return of premium life insurance.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.