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.
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
This early financial decision could prove helpful over time.
See how increasing your 401(k) contributions today could affect your balance at retirement.
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
See how your current savings rate and contributions may grow into retirement income.
Explore how compound interest can grow your money over time with this interactive tool.
Calculate your required minimum distribution amount based on your account balance and age.
Compare your current student loan terms to a potential refinance to see if it makes sense.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Do you know how to set up your financial goals for success? This knight does.
Here's a crash course on saving for college.
Here are five facts about Social Security that might surprise you.
