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.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Smart investors take the time to separate emotion from fact.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Learn a little about worldwide currency in this fun infographic
Healthy habits are one of the greatest gifts to give your child.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Being healthy not only makes you feel good, it may also help you financially.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Pundits say a lot of things about the markets. Let's see if you can keep up.
There are a few things to consider when buying or leasing your next vehicle.
Smart investors take the time to separate emotion from fact.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What is your plan for health care during retirement?
It’s never a bad time to speak with your financial advisor about changes in your situation.
