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.
Do you know how to set up your financial goals for success? This knight does.
When the market experiences volatility, it may be a good time to review these common terms.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Knowing the rules may help you decide when to start benefits.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Understand the key financial and lifestyle shifts that happen in your first year of retirement.
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Estimate how much home may fit within your budget based on income and expenses.
See how the purchasing power of a dollar has changed over time due to inflation.
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
See how inflation over time could affect the purchasing power of your retirement income.
Work backwards from your savings goal to find the rate of return you'd need to get there.
See how much you may need to save now to cover future college costs for your child.
Why are 401(k) plans, annuities, and IRAs so popular?
All about how missing the best market days (or the worst!) might affect your portfolio.
Agent Jane Bond is on the case, cracking the code on bonds.
It's easy to let investments accumulate like old receipts in a junk drawer.
This short video illustrates the importance of understanding sequence of returns risk.
This video explores what to do with retirement accounts when you move on from your job.
