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.
Estimate how much income may be needed at retirement to maintain your standard of living.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Term insurance is the simplest form of life insurance. Here's how it works.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
This calculator shows how inflation over the years has impacted purchasing power.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
With alternative investments, it’s critical to sort through the complexity.
There are hundreds of ETFs available. Should you invest in them?
It’s never a bad time to speak with your financial professional about changes in your situation.
Taking your Social Security benefits at the right time may help maximize your benefit.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Have you explored all your options when it comes to managing your taxable income?
