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.
Taking regular, periodic withdrawals during retirement can be quite problematic.
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.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
Understanding the economy's cycles can help put current business conditions in better perspective.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
How HSAs and FSAs might help your household.
Explore the growing influence women wield over the economy with this handy infographic.
Compare different mortgage term lengths side by side to find the option that fits your budget.
Compare two different scenarios side by side to see how they stack up over time.
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Estimate how much of your Social Security benefit may be subject to federal income tax.
Explore how compound interest can grow your money over time with this interactive tool.
$1 million in a diversified portfolio could help finance part of your retirement.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Here are five facts about Social Security that might surprise you.
All about how missing the best market days (or the worst!) might affect your portfolio.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
