Building a Connection
Our financial picture is evidence of the life we choose to lead. The people we cherish, the places we explore and the objects we treasure are etched in the folds of our wallets. Our wealth is a meaningful force in the landscape of our lives. Our spending patterns become the powerful lens through which we examine our philosophies, our values, and our dreams.
We understand that your life is not simply an equation, but a careful patchwork of experiences. We know that analyzing your financial needs is about more than numbers. We see the unmatched value of genuine relationships. For us, it’s instinctual and there are no shortcuts. It is built over time with trust, sensitivity and reverence for the things and people you value most. It is the deep work of building a connection with our clients based on an authentic understanding of who they are and the legacy they want to leave.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Knowing the rules may help you decide when to start benefits.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Important items to consider when purchasing condo insurance.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
How will you weather the ups and downs of the business cycle?
Here is a quick history of the Federal Reserve and an overview of what it does.
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The market is as unpredictable as the weather. We’d love to help you prepare.