DAVE RAMSEY SMARTVESTOR PRO (SVP)
Find out more about Dave Ramsey, and how we partner together to guide you in the right direction when it comes to your finances.Learn More
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Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals?Learn More
Our Mission: To help our clients manage their wealth through the transitions of life through education, communication and service which exceeds their expectations.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
For some, the social impact of investing is just as important as the return, perhaps more important.
Five creative (and inexpensive) ideas for motivating your employees.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
A quick look at how federal income taxes work.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
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.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Investors seeking world investments can choose between global and international funds. What's the difference?
There’s an alarming difference between perception and reality for current and future retirees.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Estate conservation is too important to put off. Do you have a smart exit strategy?