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.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
This calculator can help you estimate how much you should be saving for college.
Tax preparation may be the perfect time to give the household budget a check-up.
This investment account question is vital and answered as early as possible.
This helpful infographic will define bull and bear markets, as well as give a historical overview.
A change in your mindset during retirement may drive changes to your portfolio.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Read this overview to learn how financial advisors are compensated.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
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.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are three things to consider before dipping into retirement savings to pay for college.
Doing your research is key before buying a vacation home.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
What if instead of buying that vacation home, you invested the money?
Learn about what risk tolerance really means in this helpful and insightful video.
There are hundreds of ETFs available. Should you invest in them?
