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.
A visual comparison showing how daily life, income, and routines often shift during the first year of retirement.
It may help your business be better prepared in the event of the death of a principal or key employee.
Estimate how much you may earn over your working years based on your current income.
Information vs. instinct. Are your choices based on evidence of emotion?
Being healthy not only makes you feel good, it may also help you financially.
These food myths will really put a drain on your wallet.
Learn about the risks of not having health insurance in this informative article.
An article informing readers about the threats of Identity Theft.
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
Find out how large your emergency fund should be based on your monthly expenses.
Track your monthly income and expenses to get a clearer view of your cash flow.
Find out how long it may take to pay off a credit card balance and what it costs in interest.
See how inflation over time could affect the purchasing power of your retirement income.
Estimate how much of your Social Security benefit may be subject to federal income tax.
See how increasing your 401(k) contributions today could affect your balance at retirement.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
All about how missing the best market days (or the worst!) might affect your portfolio.
Understanding the cycle of investing may help you avoid easy pitfalls.
$1 million in a diversified portfolio could help finance part of your retirement.
Here is a quick history of the Federal Reserve and an overview of what it does.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
