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.
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.
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Simple steps may help you foil hackers and protect your privacy.
Understanding the types of extended care services—and what those services could cost—may be critical.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
For many, retirement includes contributing their time and talents to an organization in need.
An article about meditation, mindfulness, and financial well-being.
Military families face unique challenges, making personal finance even more critical.
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
See how extra payments toward your student loans could shorten your payoff timeline.
Estimate how much life insurance coverage may be appropriate for your situation.
Estimate the potential monthly income your IRA balance could generate in retirement.
Estimate how much home may fit within your budget based on income and expenses.
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
There are thousands of ETFs available. Should you invest in them?
Bucket lists don’t have to be for tomorrow.
All about how missing the best market days (or the worst!) might affect your portfolio.
When you retire, how will you treat your next chapter?
Have you found yourself suddenly single? Here are 3 steps to take right now.
