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.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Smart investors take the time to separate emotion from fact.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
It's important to make sure your retirement strategy anticipates health-care expenses.
Marriage changes everything, including your insurance needs.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you may need to save for retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator demonstrates the power of compound interest.
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.
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.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
When markets shift, experienced investors stick to their strategy.
Around the country, attitudes about retirement are shifting.
For women, retirement strategy is a long race. It’s helpful to know the route.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Estate conservation is too important to put off. Do you have a smart exit strategy?
