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.
Learn when it may not make sense to file a claim on your home insurance.
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
In this article, explore the benefits of the Federal Student Grant Program.
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Estimate how much life insurance coverage may be appropriate for your situation.
Calculate your required minimum distribution amount based on your account balance and age.
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
$1 million in a diversified portfolio could help finance part of your retirement.
There’s an alarming difference between perception and reality for current and future retirees.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
