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.
Being healthy not only makes you feel good, it may also help you financially.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Technology tips to make your next trip even better.
Simple steps may help you foil hackers and protect your privacy.
Your credit score may influence how much you pay for auto and home insurance.
When to start? Should I continue to work? How can I maximize my benefit?
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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 number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Bucket lists don’t have to be for tomorrow.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Have you explored all your options when it comes to managing your taxable income?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
