203 E. Jefferson Street Valparaiso, IN 46383
TEL: 1(800) 535-8099
Please feel free to explore this site to gain a better understanding of our firm and how we help our clients plan for and meet their financial goals. If you are looking for an investment professional to manage your company’s retirement or pension plan, you have come to the right place. If you are a successful individual looking for a financial professional, you are in the right place. We appreciate your visit.
Do you have causes that you want to support with donations? Here are three tips.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Six overlooked tax deductions to help manage your tax bill.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
When you’re married and have children, insurance needs will be different.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement 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.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The decision whether to buy or rent a home may have long-term implications.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
The market is as unpredictable as the weather. We’d love to help you prepare.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
It’s never a bad time to speak with your financial advisor about changes in your situation.
Pundits say a lot of things about the markets. Let's see if you can keep up.
