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.
Do you know how to set up your financial goals for success? This knight does.
When the market experiences volatility, it may be a good time to review these common terms.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
Overview of Medicare Advantage, what’s in them, special rules, and more.
An overview of some fundamental steps when a loved one passes.
Learn about the average American budget in this fun and interactive piece.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Even if you’re young and single, you should still consider protecting yourself.
Compare Roth and traditional 401(k) options to see which may work better for your situation.
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Find out how large your emergency fund should be based on your monthly expenses.
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Estimate how much home may fit within your budget based on income and expenses.
Compare the long-term financial outcomes of renting versus buying a home.
Check out this video to begin separating fact from fiction.
$1 million in a diversified portfolio could help finance part of your retirement.
What is your plan for health care during retirement?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Here is a quick history of the Federal Reserve and an overview of what it does.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
