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.
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
Preserve your high net worth with these foundational tips.
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
See how your current savings rate and contributions may grow into retirement income.
Compare the long-term financial outcomes of renting versus buying a home.
See how increasing your 401(k) contributions today could affect your balance at retirement.
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Compare two different scenarios side by side to see how they stack up over time.
There’s an alarming difference between perception and reality for current and future retirees.
Around the country, attitudes about retirement are shifting.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Why are 401(k) plans, annuities, and IRAs so popular?
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
