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.
An inside look at how marginal income tax brackets work.
A four-step framework for building a personal legacy.
Learn about what risk tolerance really means in this helpful and insightful video.
Things to consider before retirement.
Learn about the rise of Impact Investing and how it may benefit you.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
For some, the social impact of investing is just as important as the return, perhaps more important.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
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 importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Investors seeking world investments can choose between global and international funds. What's the difference?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you know how to set up your financial goals for success? This knight does.
Have you found yourself suddenly single? Here are 3 steps to take right now.
$1 million in a diversified portfolio could help finance part of your retirement.
