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.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
This calculator can help you estimate how much you should be saving for college.
This article can be a helpful guide when begin preparing for education expenses.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Three important factors when it comes to your financial life.
Protect yourself against the damage that your homeowners policy doesn’t cover.
A look at how variable rates of return impact investors over time.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
Do you have causes that you want to support with donations?
What if instead of buying that vacation home, you invested the money?
Learn about the importance of having an estate strategy in this helpful and informative video.
Learn about cyber liability insurance in this entertaining video.
The market is as unpredictable as the weather. We'd love to help you prepare.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
