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 how much you may need to save now to cover future college costs for your child.
There are benefits and limitations when you decide to donate stock.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Compare annuity options to see how each one could affect your long-term income outlook.
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.
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.
See how your current savings rate and contributions may grow into retirement income.
When markets shift, experienced investors stick to their strategy.
An amusing and whimsical look at behavioral finance best practices for investors.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Savvy investors take the time to separate emotion from fact.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
