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.
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Compare Roth and traditional 401(k) options to see which may work better for your situation.
See how your current savings rate and contributions may grow into retirement income.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Marriage changes everything, including your insurance needs.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Five creative (and inexpensive) ideas for motivating your employees.
A letter of instruction provides additional and more personal information regarding your estate.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Compare your current student loan terms to a potential refinance to see if it makes sense.
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Estimate total wedding costs and see how different choices affect your overall budget.
See how extra payments toward your student loans could shorten your payoff timeline.
Calculate the dividend yield of a holding and see what that means for income over time.
Why are 401(k) plans, annuities, and IRAs so popular?
There are three things to consider before dipping into retirement savings to pay for college.
Here are the top 5 things your team may want to hear.
What are your options for investing in emerging markets?
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Have you explored all your options when it comes to managing your taxable income?
