From Generation To Generation
Your Future Is Our Goal
We live in a world that is constantly changing. Those changes are our decision-making factors.
Our company prides itself on our focus. Our focus IS people. However, we have taken that a step further. You will see that the moment you begin to do business with us.
We are a family owned and operated company. This asset provides a personal stake in our company and an attitude of our clients becoming one of the family.
Newsletters
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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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Do ETFs Belong in Your Portfolio?
Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
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Putting Your Nest Egg in Three Baskets
Find out how understanding sequence-of-returns risk could help you develop a three-prong distribution strategy for retirement.
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Indexed Annuities: A Strategy to Turn Savings into Retirement Income
Explore the unique features and risks of indexed annuities and their potential role in investors’ retirement income strategies.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.