Knowledge is healthy.

As with most other things in life, the key to achieving your long-term objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security.  These things won’t happen by accident. It’s important to determine what you need to protect, and how, and what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start and we are here to help you!

Of course, planning your financial future can be intimidating.  Luckily, you don't have to do it alone.  We can help you identify your protection and financial needs and goals then determine which insurance and financial products can best help you meet them.

Please use this Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting.  We look forward to be of help. 

We offer committed personalized service…working for you.

Calculators

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Lease Interest

What's the interest rate on the lease you're considering?

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Newsletters

Consider Your Retirement Needs, but Don't Forget Your Retirement Wants

A rule of thumb is that workers will need to replace about 80% of their pre-retirement incomes to maintain their standard of living in retirement. But they may need more than 80% to fund a lifestyle that they can truly look forward to. As people grow older, what once may have been considered luxuries can become basic needs.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

HOT TOPIC: Debating the Debt Ceiling

There has been substantial debate in Congress over raising the ceiling on the national debt. Although many Americans could be adversely affected if Congress decided not to increase the debt ceiling, this is unlikely to happen.

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