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.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Learn how to support your local businesses and your community during this trying time with this beautiful infographic.
Bucket lists don’t have to be for tomorrow.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Building wealth requires protection from the forces of wealth destruction.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Have you explored all your options when it comes to managing your taxable income?
Around the country, attitudes about retirement are shifting.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
