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.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Important items to consider when purchasing condo insurance.
Explore the growing influence women wield over the economy with this handy infographic.
If you find it hard to attain personal life goals, there’s an app for that!
Retirement choices can be intimidating. Picking the right strategy.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Here's a breakdown of how the federal government spends your tax money.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much of your Social Security benefit may be considered taxable.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Here are five facts about Social Security that might surprise you.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
A special needs trust helps care for a special needs child when you’re gone.
The decision whether to buy or rent a home may have long-term implications.
