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.
A letter of instruction provides additional and more personal information regarding your estate.
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Technology tips to make your next trip even better.
However exciting retiring abroad may sound, it deserves considerable planning.
Protect yourself against the damage that your homeowners policy doesn’t cover.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help you estimate how much you may need to save for retirement.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
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.
Principles that can help create a portfolio designed to pursue investment goals.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
How will you weather the ups and downs of the business cycle?
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
For women, retirement strategy is a long race. It’s helpful to know the route.
